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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 $181,985,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Financial Services Corp
 EFSC 585,318 $33,011,926 18.13%
2.
Arrowhead Pharmaceuticals Inc.
 ARWR 820,239 $15,420,493 8.47%
3.
Wells Fargo & Company
 WFC 96,067 $6,747,746 3.7%
4.
Netflix Inc
 NFLX 5,546 $4,943,261 2.71%
5.
Meta Platforms Inc.
 META 7,480 $4,379,436 2.4%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)