WFC
Western Financial Corp Portfolio holdings
AUM
$252M
1-Year Est. Return
68.07%
This Fund
S&P 500
1 Year Est. Return
+68.07%
AUM
$230M
AUM Growth
+$43.2M
(+23%)
Holding
129
Top Buys
| 1 | +$4.06M | |
| 2 | +$2.81M | |
| 3 | +$2.16M | |
| 4 |
NVIDIA
NVDA
|
+$1.72M |
| 5 |
Applovin
APP
|
+$1.64M |
Top Sells
| 1 | +$2.36M | |
| 2 | +$1.98M | |
| 3 | +$1.15M | |
| 4 |
Copart
CPRT
|
+$1.04M |
| 5 |
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
Eli Lilly
LLY
$818B
| – | – |
-311
|
|
||
127
Banco Santander
SAN
$161B
| – | – |
-10,080
|
|
||
128
Atlassian
TEAM
$19.4B
| – | – |
-3,021
|
|
||
|
129
Texas Pacific Land
TPL
$36.6B
| – | – |
-2,925
|
|