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

Top Buys

1
+$2.27M
2
+$1.38M
3
+$1.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.26M

Top Sells

1
+$2.03M
2
+$1.88M
3
+$1.41M
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
– –
-1,411
127
– –
-1,745
128
– –
-4,761
129
– –
-6,920
130
– –
-5,032
131
– –
-12,488
132
– –
-6,097
2 3 4 5
6