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WFA

West Financial Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$839K

Top Sells

1
+$22.5M
2
+$13.3M
3
+$3.45M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.49M

Sector Composition

1 Technology 1.46%
2 Financials 0.63%
3 Communication Services 0.23%
4 Consumer Discretionary 0.23%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.44%
36,228
-148
27
$2.25M 0.37%
19,030
-999
28
$2.18M 0.36%
31,372
-929
29
$2.14M 0.35%
39,520
-186
30
$2.14M 0.35%
29,101
+491
31
$1.85M 0.31%
3,564
+23
32
$1.65M 0.27%
36,527
-453
33
$1.2M 0.2%
12,600
34
$918K 0.15%
14,125
+12,897
35
$910K 0.15%
3,730
36
$758K 0.13%
1,449
+9
37
$754K 0.12%
1
38
$726K 0.12%
10,768
39
$644K 0.11%
2,289
40
$632K 0.1%
2,601
41
$631K 0.1%
4,654
-559
42
$593K 0.1%
1,333
43
$590K 0.1%
2,423
+20
44
$578K 0.1%
8,996
-4,398
45
$576K 0.1%
4,572
-399
46
$499K 0.08%
2,675
-90
47
$481K 0.08%
2,303
-22
48
$473K 0.08%
18,390
-813
49
$422K 0.07%
4,406
-140,002
50
$418K 0.07%
3,572
1
2
3 4 5