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
$176M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.33M
3
+$1.31M
4
MMM icon
3M
MMM
+$1.24M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.2M

Top Sells

1
+$2.03M
2
+$1.8M
3
+$1.4M
4
COIN icon
Coinbase
COIN
+$1.12M
5
ODFL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,155
127
– –
-1,411
128
– –
-1,745
129
– –
-4,761
130
– –
-6,097
131
– –
-6,920
132
– –
-5,032
2 3 4 5
6