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
$575M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Sells

1 +$3.46M
2 +$3.13M
3 +$3.05M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M

Sector Composition

1 Technology 1.34%
2 Financials 0.64%
3 Consumer Discretionary 0.21%
4 Communication Services 0.17%
5 Industrials 0.17%