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
$526M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.18M
3
+$2.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$843K

Top Sells

1
+$2.68M
2
+$491K
3
+$231K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$113K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$92.3K

Sector Composition

1 Technology 1.37%
2 Financials 0.7%
3 Consumer Discretionary 0.2%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49K 0.01%
85
102
$48.8K 0.01%
497
103
$46.9K 0.01%
662
104
$44.4K 0.01%
656
105
$39.9K 0.01%
294
106
$39.5K 0.01%
126
107
$39K 0.01%
125
-20
108
$38.8K 0.01%
41
109
$38K 0.01%
46
110
$37.2K 0.01%
343
111
$35.4K 0.01%
574
112
$35.4K 0.01%
1,557
113
$35K 0.01%
218
114
$34K 0.01%
103
115
$32.2K 0.01%
7
116
$32.2K 0.01%
135
117
$30.6K 0.01%
174
118
$30.6K 0.01%
247
119
$30.3K 0.01%
151
120
$29.1K 0.01%
107
121
$28.8K 0.01%
55
122
$27.3K 0.01%
875
123
$27.2K 0.01%
200
124
$26.8K 0.01%
334
125
$26.2K 0.01%
666
3 4
5
6 7