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
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$35.9M
3
+$33.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.4%
2 Financials 0.47%
3 Communication Services 0.4%
4 Healthcare 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.01%
+784
102
$27K 0.01%
+125
103
$27K 0.01%
+271
104
$26K 0.01%
+218
105
$24K 0.01%
+572
106
$23K 0.01%
+631
107
$22K 0.01%
+64
108
$22K 0.01%
+528
109
$21K 0.01%
+170
110
$21K 0.01%
+414
111
$20K 0.01%
+146
112
$20K 0.01%
+75
113
$19K 0.01%
+50
114
$19K 0.01%
+804
115
$18K 0.01%
+103
116
$18K 0.01%
+249
117
$14K 0.01%
+714
118
$14K 0.01%
+249
119
$13K ﹤0.01%
+73
120
$11K ﹤0.01%
+114
121
$10K ﹤0.01%
+222
122
$10K ﹤0.01%
+131
123
$10K ﹤0.01%
+120
124
$9K ﹤0.01%
+209
125
$9K ﹤0.01%
+200
3 4
5
6 7