WFC
Western Financial Corp Portfolio holdings
AUM
$187M
This Quarter Return
+6.74%
1 Year Return
+29.8%
3 Year Return
+80.09%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+6.4%)
Cap. Flow
+$8.39M
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
42.75%
Holding
132
New
16
Increased
51
Reduced
50
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
$2.27M |
| 2 |
Cintas
CTAS
|
$2.1M |
| 3 |
Broadcom
AVGO
|
$1.77M |
| 4 |
3M
MMM
|
$1.38M |
| 5 |
Goldman Sachs
GS
|
$1.34M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.03M |
| 2 |
Enterprise Financial Services Corp
EFSC
|
$1.88M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.41M |
| 4 |
Coinbase
COIN
|
$1.12M |
| 5 |
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% |
