WFA
West Financial Advisors Portfolio holdings
AUM
$575M
This Quarter Return
+5.53%
1 Year Return
+10.24%
3 Year Return
+35.34%
5 Year Return
–
10 Year Return
–
AUM
$519M
AUM Growth
+$519M
(+7.7%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
76.8%
Holding
195
New
35
Increased
41
Reduced
18
Closed
7
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$9.67M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.98M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.45M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$2.37M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$728K |
Sector Composition
| 1 | Technology | 1.07% |
| 2 | Financials | 0.47% |
| 3 | Communication Services | 0.16% |
| 4 | Utilities | 0.15% |
| 5 | Healthcare | 0.15% |
