WFA
West Financial Advisors Portfolio holdings
AUM
$575M
This Quarter Return
-1.72%
1 Year Return
+10.24%
3 Year Return
+35.34%
5 Year Return
–
10 Year Return
–
AUM
$519M
AUM Growth
+$519M
(+0.01%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
75.72%
Holding
226
New
38
Increased
60
Reduced
22
Closed
21
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$57.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$9.83M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.36M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.76M |
Top Sells
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Financials | 0.56% |
| 3 | Consumer Discretionary | 0.24% |
| 4 | Communication Services | 0.2% |
| 5 | Utilities | 0.15% |
