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
$140M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.56M
3 +$1.26M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
MRK icon
Merck
MRK
+$869K

Top Sells

1 +$1.84M
2 +$1.59M
3 +$1.45M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.27M
5
PANW icon
Palo Alto Networks
PANW
+$1.06M

Sector Composition

1 Financials 25.52%
2 Healthcare 23.81%
3 Energy 7.4%
4 Consumer Discretionary 7.28%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,260