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
$172M
AUM Growth
-$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.75M
3
+$1.72M
4
MRVL icon
Marvell Technology
MRVL
+$1.48M
5
TRGP icon
Targa Resources
TRGP
+$1.21M

Top Sells

1
+$1.68M
2
+$1.06M
3
+$1.05M
4
CDNS icon
Cadence Design Systems
CDNS
+$946K
5
ROP icon
Roper Technologies
ROP
+$940K

Sector Composition

1 Financials 32.66%
2 Technology 13.85%
3 Healthcare 9.42%
4 Industrials 8.83%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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