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
$187M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.05M
3
+$2.01M
4
FTNT icon
Fortinet
FTNT
+$1.89M
5
WELL icon
Welltower
WELL
+$1.74M

Top Sells

1
+$2.63M
2
+$2.61M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$1.74M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.6M

Sector Composition

1 Financials 30.28%
2 Technology 13.22%
3 Healthcare 10.45%
4 Industrials 10.42%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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133
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134
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135
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137
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138
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139
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2 3 4 5
6