WFC
Western Financial Corp Portfolio holdings
AUM
$255M
1-Year Est. Return
78.73%
This Fund
S&P 500
1 Year Est. Return
+78.73%
AUM
$252M
AUM Growth
+$22.4M
(+9.7%)
Holding
129
Top Buys
| 1 | +$5.78M | |
| 2 | +$3.01M | |
| 3 | +$2.62M | |
| 4 |
Warner Bros
WBD
|
+$2.11M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.1M |
Top Sells
| 1 | +$3.52M | |
| 2 | +$3.01M | |
| 3 | +$1.88M | |
| 4 |
Strategy Inc
MSTR
|
+$1.7M |
| 5 |
Axon Enterprise
AXON
|
+$1.58M |
Sector Composition
| 1 | Financials | 25.24% |
| 2 | Healthcare | 25.23% |
| 3 | Technology | 17.19% |
| 4 | Industrials | 8.32% |
| 5 | Communication Services | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Strategy Inc
MSTR
$62.1B
| – | – |
-5,271
|
|
||
127
Linde
LIN
$235B
| – | – |
-991
|
|
||
128
Intuitive Surgical
ISRG
$162B
| – | – |
-1,607
|
|
||
129
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
| – | – |
-3,055
|
|