WFC
Western Financial Corp Portfolio holdings
AUM
$230M
1-Year Est. Return
48.52%
1 Year Est. Return
+48.52%
AUM
$230M
AUM Growth
+$43.2M
(+23%)
Holding
129
Top Buys
| 1 | +$4.07M | |
| 2 | +$2.81M | |
| 3 | +$2.55M | |
| 4 |
Coinbase
COIN
|
+$2.15M |
| 5 |
NVIDIA
NVDA
|
+$1.84M |
Top Sells
| 1 | +$2.28M | |
| 2 | +$1.98M | |
| 3 | +$1.15M | |
| 4 |
Copart
CPRT
|
+$1.04M |
| 5 |
Texas Pacific Land
TPL
|
+$1.03M |
Sector Composition
| 1 | Financials | 29.34% |
| 2 | Healthcare | 15.24% |
| 3 | Technology | 14.68% |
| 4 | Industrials | 10.01% |
| 5 | Communication Services | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
GoDaddy
GDDY
$18.3B
| – | – |
-6,382
|
|
||
127
Fortinet
FTNT
$65.4B
| – | – |
-18,734
|
|
||
128
Fiserv
FI
$68.8B
| – | – |
-3,868
|
|
||
|
129
Copart
CPRT
$42.7B
| – | – |
-21,167
|
|