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WFC

Western Financial Corp Portfolio holdings

AUM $255M
1-Year Est. Return 78.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$1.38M
3
+$1.2M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.19M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M

Top Sells

1
+$3.07M
2
+$2.04M
3
+$1.87M
4
NKE icon
Nike
NKE
+$1.63M
5
EPAM icon
EPAM Systems
EPAM
+$1.55M

Sector Composition

1 Financials 30.07%
2 Healthcare 27.38%
3 Technology 9.59%
4 Consumer Discretionary 5.56%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-1,143
104
– –
-3,560
105
– –
-18,376
106
– –
-9,400
107
– –
-2,014
108
– –
-29,394
109
– –
-3,133
110
– –
-2,552
1 2 3 4
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