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
$380M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.4M
3
+$6.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.08M

Top Sells

1
+$7.77M
2
+$7.38M
3
+$3.92M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.61M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M

Sector Composition

1 Technology 1.21%
2 Financials 0.81%
3 Healthcare 0.36%
4 Consumer Staples 0.26%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.01%
262
+37
102
$52K 0.01%
544
103
$51K 0.01%
623
+95
104
$47K 0.01%
681
105
$47K 0.01%
750
106
$46K 0.01%
1,250
107
$42K 0.01%
200
-25
108
$38K 0.01%
200
109
$38K 0.01%
728
+137
110
$38K 0.01%
752
-1
111
$35K 0.01%
273
112
$34K 0.01%
1,104
113
$33K 0.01%
218
114
$30K 0.01%
718
115
$25K 0.01%
181
-734
116
$25K 0.01%
410
117
$24K 0.01%
199
+68
118
$22K 0.01%
80
119
$22K 0.01%
103
120
$21K 0.01%
334
121
$20K 0.01%
804
122
$20K 0.01%
100
+16
123
$19K 0.01%
148
124
$19K 0.01%
38
125
$18K ﹤0.01%
249
3 4
5
6 7