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
$334M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.17M
3
+$3.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Top Sells

1
+$7.31M
2
+$3.3M
3
+$1.46M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$708K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409K

Sector Composition

1 Technology 1.06%
2 Financials 0.67%
3 Healthcare 0.36%
4 Consumer Staples 0.27%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.01%
528
102
$44K 0.01%
1,270
103
$42K 0.01%
750
104
$40K 0.01%
681
105
$39K 0.01%
345
+25
106
$38K 0.01%
225
107
$36K 0.01%
1,250
108
$35K 0.01%
813
-688
109
$34K 0.01%
+4,100
110
$34K 0.01%
402
111
$31K 0.01%
190
-10
112
$29K 0.01%
124
+104
113
$29K 0.01%
752
114
$29K 0.01%
273
115
$28K 0.01%
+265
116
$27K 0.01%
131
+18
117
$27K 0.01%
218
118
$26K 0.01%
718
119
$26K 0.01%
591
120
$26K 0.01%
+174
121
$26K 0.01%
1,018
-86
122
$26K 0.01%
+126
123
$21K 0.01%
334
124
$21K 0.01%
+320
125
$19K 0.01%
+135
3 4
5
6 7