WFA

West Financial Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$3.18M
3 +$2.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$843K

Sector Composition

1 Technology 1.37%
2 Financials 0.7%
3 Consumer Discretionary 0.2%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-66,005