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
$185M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.14M
3 +$1.14M
4
EPAM icon
EPAM Systems
EPAM
+$1.04M
5
EXPD icon
Expeditors International
EXPD
+$1.04M

Top Sells

1 +$3.29M
2 +$977K
3 +$968K
4
CRM icon
Salesforce
CRM
+$956K
5
DOCU icon
DocuSign
DOCU
+$870K

Sector Composition

1 Healthcare 41.32%
2 Financials 26.43%
3 Technology 7.96%
4 Consumer Discretionary 4.85%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,512
102
-1,781