WFC

Western Financial Corp Portfolio holdings

AUM $230M
1-Year Est. Return 48.52%
This Quarter Est. Return
1 Year Est. Return
+48.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.38M
3
+$1.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.26M

Top Sells

1
+$2.03M
2
+$1.88M
3
+$1.41M
4
COIN icon
Coinbase
COIN
+$1.12M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.04M

Sector Composition

1 Financials 26.22%
2 Technology 18.71%
3 Healthcare 14.49%
4 Consumer Discretionary 10.01%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$705K 0.4%
25,771
+390
77
$695K 0.39%
+2,737
78
$694K 0.39%
13,592
+256
79
$660K 0.37%
6,886
+7
80
$620K 0.35%
3,327
-3,983
81
$562K 0.32%
5,870
-458
82
$541K 0.31%
25,823
+579
83
$521K 0.3%
1,212
-188
84
$474K 0.27%
9,574
-339
85
$456K 0.26%
108
-175
86
$433K 0.25%
+7,530
87
$429K 0.24%
8,012
+3,227
88
$419K 0.24%
1,989
+8
89
$413K 0.23%
3,840
-269
90
$409K 0.23%
+879
91
$407K 0.23%
5,109
-257
92
$405K 0.23%
3,524
-106
93
$398K 0.23%
6,277
-24
94
$395K 0.22%
1,010
+19
95
$394K 0.22%
13,628
+111
96
$393K 0.22%
8,602
+139
97
$379K 0.22%
6,597
+237
98
$379K 0.22%
5,374
-163
99
$374K 0.21%
8,616
-40
100
$373K 0.21%
2,156
-44
2 3
4
5 6