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
$230M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.81M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
APP icon
Applovin
APP
+$1.64M

Top Sells

1
+$2.36M
2
+$1.98M
3
+$1.15M
4
CPRT icon
Copart
CPRT
+$1.04M
5
TPL icon
Texas Pacific Land
TPL
+$1.03M

Sector Composition

1 Financials 29.34%
2 Healthcare 15.24%
3 Technology 14.68%
4 Industrials 10.01%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,382
127
– –
-18,734
128
– –
-3,868
129
– –
-21,167
2 3 4 5
6