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
$466M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.96M
3
+$1.75M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$411K

Top Sells

1
+$2.08M
2
+$696K
3
+$548K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$240K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$238K

Sector Composition

1 Technology 0.85%
2 Financials 0.5%
3 Utilities 0.16%
4 Industrials 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63.1K 0.01%
198
+13
77
$62.9K 0.01%
351
78
$58.4K 0.01%
716
-284
79
$56.4K 0.01%
600
80
$54.4K 0.01%
2,790
81
$53.9K 0.01%
1,250
82
$52.8K 0.01%
870
83
$45.4K 0.01%
497
84
$45.4K 0.01%
568
-81
85
$43.3K 0.01%
1,184
86
$42.9K 0.01%
472
87
$40.9K 0.01%
145
88
$38.6K 0.01%
294
89
$37.7K 0.01%
103
90
$37.1K 0.01%
126
91
$34.1K 0.01%
135
92
$34K 0.01%
218
93
$33.6K 0.01%
273
94
$32.9K 0.01%
488
95
$30.3K 0.01%
718
96
$30K 0.01%
41
97
$29.9K 0.01%
320
98
$28.9K 0.01%
334
99
$28.1K 0.01%
174
100
$26.8K 0.01%
200
2 3
4
5 6