WFC
Western Financial Corp Portfolio holdings
AUM
$187M
This Quarter Return
+16.36%
1 Year Return
+29.8%
3 Year Return
+80.09%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+8.4%)
Cap. Flow
-$4.19M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
41.23%
Holding
139
New
18
Increased
43
Reduced
57
Closed
17
Top Buys
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
$2.88M |
| 2 |
Philip Morris
PM
|
$2.17M |
| 3 |
Fortinet
FTNT
|
$1.98M |
| 4 |
T-Mobile US
TMUS
|
$1.96M |
| 5 |
O'Reilly Automotive
ORLY
|
$1.86M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.14M |
| 2 |
Enterprise Financial Services Corp
EFSC
|
$2.75M |
| 3 |
Applovin
APP
|
$2.25M |
| 4 |
Broadcom
AVGO
|
$1.79M |
| 5 |
NVIDIA
NVDA
|
$1.74M |
Sector Composition
| 1 | Financials | 30.28% |
| 2 | Technology | 13.22% |
| 3 | Healthcare | 10.45% |
| 4 | Industrials | 10.42% |
| 5 | Communication Services | 8.57% |
