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
$373M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.25M
3
+$3.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.83M

Top Sells

1
+$6.29M
2
+$4.03M
3
+$1.06M
4
VTV icon
Vanguard Value ETF
VTV
+$908K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$847K

Sector Composition

1 Technology 1.3%
2 Financials 0.79%
3 Healthcare 0.35%
4 Communication Services 0.31%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.01%
+1,000
127
$27K 0.01%
+410
128
$24K 0.01%
103
129
$24K 0.01%
334
130
$24K 0.01%
+80
131
$23K 0.01%
+148
132
$20K 0.01%
+190
133
$20K 0.01%
+190
134
$20K 0.01%
+38
135
$20K 0.01%
+774
136
$20K 0.01%
249
137
$20K 0.01%
804
138
$19K 0.01%
+189
139
$18K ﹤0.01%
+264
140
$17K ﹤0.01%
84
+9
141
$16K ﹤0.01%
45
+1
142
$14K ﹤0.01%
131
143
$14K ﹤0.01%
200
144
$14K ﹤0.01%
249
145
$13K ﹤0.01%
222
146
$13K ﹤0.01%
+250
147
$12K ﹤0.01%
+150
148
$12K ﹤0.01%
+283
149
$11K ﹤0.01%
+107
150
$11K ﹤0.01%
120
4 5
6
7 8