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

Top Buys

1
+$2.33M
2
+$2.24M
3
+$2.23M
4
BK icon
Bank of New York Mellon
BK
+$1.75M
5
RBLX icon
Roblox
RBLX
+$1.2M

Top Sells

1
+$1.68M
2
+$1.24M
3
+$1.12M
4
CDNS icon
Cadence Design Systems
CDNS
+$946K
5
TSLA icon
Tesla
TSLA
+$945K

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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139
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140
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141
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-8,718
2 3 4 5
6