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
$380M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.4M
3
+$6.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.08M

Top Sells

1
+$7.77M
2
+$7.38M
3
+$3.92M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.61M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.24M

Sector Composition

1 Technology 1.21%
2 Financials 0.81%
3 Healthcare 0.36%
4 Consumer Staples 0.26%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K ﹤0.01%
189
127
$17K ﹤0.01%
307
+85
128
$16K ﹤0.01%
249
129
$16K ﹤0.01%
264
130
$14K ﹤0.01%
32
-13
131
$13K ﹤0.01%
283
132
$12K ﹤0.01%
120
133
$12K ﹤0.01%
250
134
$12K ﹤0.01%
200
135
$12K ﹤0.01%
170
136
$11K ﹤0.01%
107
137
$10K ﹤0.01%
64
+61
138
$10K ﹤0.01%
+982
139
$10K ﹤0.01%
150
140
$9K ﹤0.01%
+200
141
$8K ﹤0.01%
+276
142
$8K ﹤0.01%
+141
143
$8K ﹤0.01%
+28
144
$8K ﹤0.01%
+75
145
$8K ﹤0.01%
+19
146
$8K ﹤0.01%
63
147
$8K ﹤0.01%
262
148
$8K ﹤0.01%
+140
149
$8K ﹤0.01%
35
-165
150
$8K ﹤0.01%
148
+40
4 5
6
7 8