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
$169M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.43M
3 +$980K
4
MBB icon
iShares MBS ETF
MBB
+$830K
5
CNS icon
Cohen & Steers
CNS
+$686K

Top Sells

1 +$1.79M
2 +$1.64M
3 +$1.07M
4
NEM icon
Newmont
NEM
+$677K
5
MDC
M.D.C. Holdings, Inc.
MDC
+$600K

Sector Composition

1 Healthcare 35.12%
2 Financials 29.42%
3 Technology 9.53%
4 Consumer Discretionary 5.11%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,857