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
$163M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.76M
3 +$1.36M
4
LLY icon
Eli Lilly
LLY
+$991K
5
SPG icon
Simon Property Group
SPG
+$918K

Top Sells

1 +$1.67M
2 +$1.02M
3 +$945K
4
ABBV icon
AbbVie
ABBV
+$917K
5
XOM icon
Exxon Mobil
XOM
+$892K

Sector Composition

1 Financials 22.74%
2 Technology 20.73%
3 Healthcare 19.89%
4 Consumer Discretionary 10.38%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,439
127
-4,784
128
-5,193
129
-17,144
130
-12,222