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
$382M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.68M
3
+$1.68M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.67M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$808K

Sector Composition

1 Technology 0.94%
2 Financials 0.47%
3 Communication Services 0.19%
4 Utilities 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51.8K 0.01%
497
77
$51.2K 0.01%
256
78
$49.3K 0.01%
1,010
79
$49K 0.01%
685
80
$44.1K 0.01%
2,532
-50
81
$43.7K 0.01%
1,250
82
$41.6K 0.01%
+141
83
$39.1K 0.01%
500
-339
84
$38.5K 0.01%
402
85
$36.4K 0.01%
+294
86
$35.5K 0.01%
190
87
$34.7K 0.01%
124
88
$33.1K 0.01%
320
89
$32.4K 0.01%
265
90
$32K 0.01%
273
91
$30.1K 0.01%
126
92
$29.5K 0.01%
220
+2
93
$29.2K 0.01%
752
94
$28.8K 0.01%
718
95
$28.4K 0.01%
131
96
$27.6K 0.01%
4,100
97
$24.1K 0.01%
334
98
$24.1K 0.01%
591
99
$22.9K 0.01%
320
100
$22.4K 0.01%
135
2 3
4
5 6