Western Financial Corporation has filed its 13F form on November 03, 2022 for Q3 2022 where it was disclosed a total value porftolio of $143 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $36.5M, Arrowhead Pharmaceuticals, Inc. with a value of $27.1M, Ishares U.S. Treasury Bond ETF with a value of $5.9M, Wells Fargo & Company with a value of $3.68M, and Pacwest Bancorp with a value of $2.32M.
Examining the 13F form we can see an increase of $2.29M in the current position value, from $141M to 143M.
Below you can find more details about Western Financial Corporation portfolio as well as his latest detailed transactions.
Portfolio value
$143 Million
Financial Services: $44.7 Million
Healthcare: $38.6 Million
ETFs: $20.6 Million
Technology: $11.2 Million
Energy: $8.75 Million
Consumer Cyclical: $5.64 Million
Consumer Defensive: $4.05 Million
Industrials: $3.03 Million
Other: $5.91 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
