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
$382M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.68M
3
+$1.68M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.67M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$808K

Sector Composition

1 Technology 0.94%
2 Financials 0.47%
3 Communication Services 0.19%
4 Utilities 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.1K 0.01%
174
102
$21.3K 0.01%
258
+127
103
$19.1K 0.01%
148
104
$18.6K ﹤0.01%
1,784
+127
105
$17.9K ﹤0.01%
249
106
$17.6K ﹤0.01%
200
107
$17.2K ﹤0.01%
247
108
$17.1K ﹤0.01%
103
109
$16.7K ﹤0.01%
804
110
$16.2K ﹤0.01%
72
111
$15.8K ﹤0.01%
106
112
$15.5K ﹤0.01%
307
113
$15.1K ﹤0.01%
203
114
$14.2K ﹤0.01%
142
115
$13.7K ﹤0.01%
249
116
$13.3K ﹤0.01%
+200
117
$11K ﹤0.01%
151
118
$10.9K ﹤0.01%
120
119
$8.94K ﹤0.01%
35
120
$8.41K ﹤0.01%
87
121
$8.25K ﹤0.01%
20
+1
122
$8.24K ﹤0.01%
262
123
$8.11K ﹤0.01%
200
124
$7.44K ﹤0.01%
+199
125
$6.54K ﹤0.01%
+40
3 4
5
6 7