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
76
$69.3K 0.01%
256
77
$66.6K 0.01%
351
78
$65.8K 0.01%
433
79
$65K 0.01%
+1,418
80
$64.4K 0.01%
870
81
$63.2K 0.01%
716
82
$59.5K 0.01%
+345
83
$58.9K 0.01%
225
84
$57.6K 0.01%
+65
85
$53.9K 0.01%
1,250
86
$53K 0.01%
600
87
$50K 0.01%
453
-87,538
88
$49.1K 0.01%
472
89
$48.7K 0.01%
+85
90
$48.5K 0.01%
497
91
$44.2K 0.01%
145
92
$43.2K 0.01%
+662
93
$41.8K 0.01%
294
94
$41K 0.01%
320
95
$40.8K 0.01%
126
96
$40.3K 0.01%
103
97
$40.1K 0.01%
+1,110
98
$39.9K 0.01%
145
+73
99
$37.6K 0.01%
656
-456
100
$36.9K 0.01%
+175
2 3
4
5 6