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
$519M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.77M
3
+$2.87M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.68M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.6M

Top Sells

1
+$9.67M
2
+$6.98M
3
+$2.45M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.37M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$728K

Sector Composition

1 Technology 1.07%
2 Financials 0.47%
3 Communication Services 0.16%
4 Utilities 0.15%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.05%
1,377
-68
52
$231K 0.04%
5,151
53
$212K 0.04%
2,000
54
$210K 0.04%
2,449
+18
55
$210K 0.04%
846
56
$194K 0.04%
6,332
57
$189K 0.04%
1,808
58
$163K 0.03%
2,892
-350
59
$153K 0.03%
1,348
+184
60
$151K 0.03%
766
+109
61
$148K 0.03%
+1,175
62
$144K 0.03%
695
63
$139K 0.03%
+2,414
64
$138K 0.03%
625
+520
65
$132K 0.03%
286
66
$120K 0.02%
934
67
$119K 0.02%
2,000
68
$108K 0.02%
1,722
69
$91.7K 0.02%
1,040
70
$86.9K 0.02%
741
71
$83.2K 0.02%
221
+16
72
$78.3K 0.02%
3,808
73
$76.6K 0.01%
1,303
74
$71.7K 0.01%
172
+8
75
$70.2K 0.01%
616
1 2
3
4 5