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
$519M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.77M
3
+$2.87M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.68M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.6M

Top Sells

1
+$9.67M
2
+$6.98M
3
+$2.45M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.37M
5
VXUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.9K 0.01%
273
102
$36.6K 0.01%
218
103
$36.4K 0.01%
+300
104
$36.3K 0.01%
41
105
$35.5K 0.01%
+107
106
$33.6K 0.01%
135
107
$33.1K 0.01%
488
108
$32.7K 0.01%
718
109
$32.2K 0.01%
174
110
$32.2K 0.01%
+55
111
$30.5K 0.01%
574
+309
112
$30.2K 0.01%
361
-121
113
$29.5K 0.01%
+7
114
$29.1K 0.01%
247
115
$27K 0.01%
+176
116
$26.1K 0.01%
334
117
$25.9K 0.01%
+875
118
$25.4K ﹤0.01%
666
119
$24.3K ﹤0.01%
+658
120
$24K ﹤0.01%
200
121
$22.8K ﹤0.01%
+353
122
$22.4K ﹤0.01%
151
123
$22.3K ﹤0.01%
160
124
$21.8K ﹤0.01%
+348
125
$21.5K ﹤0.01%
148
3 4
5
6 7