WFA
West Financial Advisors Portfolio holdings
AUM
$575M
This Quarter Return
+1.01%
1 Year Return
+10.24%
3 Year Return
+35.34%
5 Year Return
–
10 Year Return
–
AUM
$482M
AUM Growth
+$482M
(+3.3%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
76.37%
Holding
166
New
12
Increased
42
Reduced
18
Closed
6
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.52M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.51M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.56M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.25M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$627K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$288K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$281K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$264K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$248K |
| 5 |
Alliant Energy
LNT
|
$153K |
Sector Composition
| 1 | Technology | 1% |
| 2 | Financials | 0.5% |
| 3 | Communication Services | 0.16% |
| 4 | Utilities | 0.13% |
| 5 | Healthcare | 0.12% |
