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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
51
$403K 0.07%
713
+1
52
$347K 0.06%
3,385
53
$286K 0.05%
2,000
54
$266K 0.04%
1,600
-74
55
$254K 0.04%
846
56
$218K 0.04%
1,070
57
$216K 0.04%
766
58
$216K 0.04%
764
59
$197K 0.03%
392
+6
60
$187K 0.03%
3,714
61
$180K 0.03%
3,725
62
$179K 0.03%
566
63
$171K 0.03%
1,175
64
$170K 0.03%
2,026
+2
65
$159K 0.03%
2,414
66
$158K 0.03%
1,808
67
$158K 0.03%
667
68
$154K 0.03%
5,651
69
$152K 0.03%
657
70
$150K 0.02%
1,806
-24
71
$140K 0.02%
705
-32
72
$138K 0.02%
886
73
$137K 0.02%
633
74
$136K 0.02%
185
+100
75
$123K 0.02%
510
-11
1 2
3
4 5