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Home > Institutional Investor > Western Financial Corp > Profile

Instuitional Investor - Western Financial Corp

Fund Profile
Filing Period:
Fund Name: Western Financial Corp
Portfolio Value $149,517,663
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Financial Services Corp
 EFSC 656,911 $29,331,072 19.61%
2.
Arrowhead Pharmaceuticals Inc.
 ARWR 820,239 $25,099,313 16.78%
3.
Wells Fargo & Company
 WFC 90,877 $4,472,966 2.99%
4.
Ishares Tr
 142,798 $3,290,060 2.2%
5.
Spdr Series Trust
 45,303 $2,532,442 1.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)