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
$358M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$10.4M
3
+$5.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$33.3M
2
+$9.12M
3
+$5.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.41M

Sector Composition

1 Technology 0.79%
2 Financials 0.44%
3 Utilities 0.18%
4 Communication Services 0.14%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
804
102
$18.9K 0.01%
203
-550
103
$18.7K 0.01%
247
104
$17.1K ﹤0.01%
595
105
$16.8K ﹤0.01%
38
106
$16.7K ﹤0.01%
+1,657
107
$16.1K ﹤0.01%
106
-550
108
$15.5K ﹤0.01%
189
109
$15.4K ﹤0.01%
103
110
$15K ﹤0.01%
72
111
$14.5K ﹤0.01%
307
112
$13.6K ﹤0.01%
200
113
$13K ﹤0.01%
131
114
$12.5K ﹤0.01%
249
115
$12.3K ﹤0.01%
142
116
$11.6K ﹤0.01%
35
117
$11.4K ﹤0.01%
120
118
$11.1K ﹤0.01%
151
119
$10.2K ﹤0.01%
200
-1,145
120
$8.96K ﹤0.01%
262
121
$8.23K ﹤0.01%
87
-116
122
$8.14K ﹤0.01%
19
-11
123
$6.29K ﹤0.01%
+1,336
124
$5.94K ﹤0.01%
200
125
$5.17K ﹤0.01%
148
3 4
5
6 7