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
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$35.9M
3
+$33.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.4%
2 Financials 0.47%
3 Communication Services 0.4%
4 Healthcare 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
+71
127
$7K ﹤0.01%
+120
128
$7K ﹤0.01%
+262
129
$6K ﹤0.01%
+18
130
$6K ﹤0.01%
+200
131
$5K ﹤0.01%
+20
132
$4K ﹤0.01%
+130
133
$4K ﹤0.01%
+20
134
$4K ﹤0.01%
+25
135
$3K ﹤0.01%
+107
136
$3K ﹤0.01%
+200
137
$3K ﹤0.01%
+117
138
$3K ﹤0.01%
+148
139
$2K ﹤0.01%
+10
140
$2K ﹤0.01%
+73
141
$2K ﹤0.01%
+90
142
$2K ﹤0.01%
+32
143
$2K ﹤0.01%
+104
144
$1K ﹤0.01%
+77
145
$1K ﹤0.01%
+4
146
$1K ﹤0.01%
+13
147
$1K ﹤0.01%
+56
148
$1K ﹤0.01%
+10
149
$1K ﹤0.01%
+100
150
$1K ﹤0.01%
+40
3 4 5
6
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