WF

WESTERN FINANCIAL Corp

13F
WESTERN FINANCIAL Corp
Last update 2022-11-04 93 Stocks (14 new)
Value $143.00 Mil Turnover 10 %
Countries:
Top Holdings: EFSC(25.51%)ARWR(18.96%)GOVT(4.12%)WFC(2.57%)PACW(1.63%)
Summary Stock Picks Current Portfolio
WESTERN FINANCIAL Corp Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EFSC 		Enterprise Financial Services Corp
828,355
36,481.0
-1.18%
25.510
-0.29%
2.230
-14.11%
-17.65%
1,707.4
Banks
ARWR 		Arrowhead Pharmaceuticals Inc
820,320
27,112.0
0%
18.960
0%
0.770
-36.24%
-37.29%
1,619.0
Biotechnology
GOVT 		iShares U.S. Treasury Bond ETF
259,036
5,896.0
+0.22%
4.120
+0.01%
0.030
+2.56%
-0.61%
26,203.1
 
WFC 		Wells Fargo & Co
91,506
3,680.0
0%
2.570
0%
0.000
-10.21%
-10.57%
203,887.4
Banks
PACW 		PacWest Bancorp
102,818
2,324.0
+2.04%
1.630
+0.03%
0.090
-5.03%
-66.70%
904.5
Banks
AAPL 		Apple Inc
13,289
1,837.0
+5.26%
1.280
+0.06%
0.000
-16.25%
-20.79%
2,976,623.8
Hardware
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
44,680
1,785.0
-7.19%
1.250
-0.10%
0.030
-1.26%
-1.24%
6,270.1
 
SPLG 		SPDR Portfolio S&P 500 ETF
40,159
1,686.0
+12.37%
1.180
+0.13%
0.010
-7.75%
-8.61%
56,758.6
 
TIP 		iShares TIPS Bond ETF
14,937
1,567.0
-6.64%
1.100
-0.09%
0.010
+2.30%
+1.98%
14,392.7
 
COST 		Costco Wholesale Corp
3,309
1,563.0
+13.63%
1.090
+0.13%
0.000
+2.94%
+5.26%
427,449.0
Retail - Defensive

WESTERN FINANCIAL Corp's Historical Top Holdings Breakdowns

WESTERN FINANCIAL Corp Total Holding History ($B)

To

WESTERN FINANCIAL Corp's Asset Allocation

To

WESTERN FINANCIAL Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WESTERN FINANCIAL Corp's Hypothetical Growth since 2022-09-30

WESTERN FINANCIAL Corp's Yearly Returns

Year Portfolio % % Excess Gain %

WESTERN FINANCIAL Corp's Holdings Heat Map

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WESTERN FINANCIAL Corp's Holdings Bubble Chart

WESTERN FINANCIAL Corp News

  • 1

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