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
$399M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.83M
3
+$4.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.84M
5
BND icon
Vanguard Total Bond Market
BND
+$1.77M

Top Sells

1
+$11.6M
2
+$7.59M
3
+$1.82M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$292K
5
META icon
Meta Platforms (Facebook)
META
+$280K

Sector Composition

1 Technology 0.93%
2 Financials 0.45%
3 Healthcare 0.17%
4 Utilities 0.15%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.3K 0.01%
762
+171
102
$24.3K 0.01%
488
103
$23.3K 0.01%
36
+10
104
$23.2K 0.01%
41
105
$22.7K 0.01%
304
106
$22.2K 0.01%
152
+46
107
$21.8K 0.01%
406
+141
108
$21.4K 0.01%
174
109
$21.3K 0.01%
2,099
+165
110
$21K 0.01%
221
+90
111
$19.9K 0.01%
386
+79
112
$19.6K ﹤0.01%
4,100
113
$18.1K ﹤0.01%
148
114
$18K ﹤0.01%
163
+19
115
$17.7K ﹤0.01%
265
116
$17.5K ﹤0.01%
247
117
$16.7K ﹤0.01%
160
118
$16.6K ﹤0.01%
72
119
$16.3K ﹤0.01%
234
+31
120
$14.7K ﹤0.01%
+87
121
$14.6K ﹤0.01%
326
122
$14K ﹤0.01%
159
+51
123
$13.3K ﹤0.01%
804
124
$12.9K ﹤0.01%
151
125
$12K ﹤0.01%
42
3 4
5
6 7