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WFA

West Financial Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$839K

Top Sells

1
+$22.5M
2
+$13.3M
3
+$3.45M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.49M

Sector Composition

1 Technology 1.46%
2 Financials 0.63%
3 Communication Services 0.23%
4 Consumer Discretionary 0.23%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$119K 0.02%
2,000
77
$114K 0.02%
345
78
$107K 0.02%
1,585
+282
79
$100K 0.02%
1,040
80
$93.5K 0.02%
1,114
-45
81
$90.7K 0.02%
804
-213
82
$87.8K 0.01%
400
83
$87.6K 0.01%
2,008
84
$86.6K 0.01%
1,556
85
$82.6K 0.01%
1,533
-65,139
86
$82.5K 0.01%
616
87
$79.5K 0.01%
174
+2
88
$75.7K 0.01%
1,418
89
$75.6K 0.01%
254
90
$74.8K 0.01%
1,098
91
$70.6K 0.01%
1,065
-114
92
$65.6K 0.01%
162
93
$64.3K 0.01%
256
94
$64K 0.01%
343
95
$60.2K 0.01%
427
96
$57.8K 0.01%
+162
97
$57K 0.01%
320
98
$56.1K 0.01%
1,250
99
$55.1K 0.01%
816
100
$53.2K 0.01%
126
2 3
4
5 6