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
$482M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$1.56M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.25M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$627K

Top Sells

1
+$288K
2
+$281K
3
+$264K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$248K
5
LNT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.2K 0.01%
164
+2
77
$58.2K 0.01%
716
78
$56.4K 0.01%
256
79
$55.5K 0.01%
1,112
80
$52.2K 0.01%
870
81
$50.5K 0.01%
1,250
82
$45.2K 0.01%
600
83
$44.5K 0.01%
225
-153
84
$42.2K 0.01%
472
85
$38.7K 0.01%
497
86
$37.8K 0.01%
482
-86
87
$37.4K 0.01%
294
88
$37K 0.01%
145
89
$34.9K 0.01%
126
90
$34.9K 0.01%
41
91
$34.3K 0.01%
103
92
$33.4K 0.01%
320
93
$33K 0.01%
273
94
$32.8K 0.01%
218
95
$32.6K 0.01%
135
96
$29.3K 0.01%
488
97
$29.3K 0.01%
718
98
$29.3K 0.01%
334
99
$27.1K 0.01%
174
100
$24.8K 0.01%
247
2 3
4
5 6