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WFA

West Financial Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$839K

Top Sells

1
+$22.5M
2
+$13.3M
3
+$3.45M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.49M

Sector Composition

1 Technology 1.46%
2 Financials 0.63%
3 Communication Services 0.23%
4 Consumer Discretionary 0.23%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52.2K 0.01%
1,557
102
$49.5K 0.01%
145
103
$49.1K 0.01%
103
104
$47.4K 0.01%
472
105
$44K 0.01%
386
106
$43.4K 0.01%
200
107
$42.1K 0.01%
497
108
$41.2K 0.01%
294
109
$40K 0.01%
107
110
$38.1K 0.01%
218
111
$38K 0.01%
41
112
$37.8K 0.01%
175
113
$35.3K 0.01%
348
114
$35.2K 0.01%
135
115
$35.1K 0.01%
46
116
$35K 0.01%
519
-137
117
$35K 0.01%
174
118
$33.5K 0.01%
250
119
$32.9K 0.01%
247
120
$31.6K 0.01%
104
-21
121
$30.7K 0.01%
666
122
$30.1K 0.01%
176
123
$29.1K ﹤0.01%
118
124
$27.4K ﹤0.01%
334
125
$27.3K ﹤0.01%
875
3 4
5
6 7