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
$334M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.17M
3
+$3.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Top Sells

1
+$7.31M
2
+$3.3M
3
+$1.46M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$708K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409K

Sector Composition

1 Technology 1.06%
2 Financials 0.67%
3 Healthcare 0.36%
4 Consumer Staples 0.27%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
804
127
$18K 0.01%
203
-853
128
$17K 0.01%
148
129
$17K 0.01%
80
130
$15K ﹤0.01%
+247
131
$15K ﹤0.01%
38
132
$15K ﹤0.01%
103
133
$14K ﹤0.01%
307
134
$14K ﹤0.01%
189
135
$13K ﹤0.01%
595
136
$13K ﹤0.01%
142
137
$13K ﹤0.01%
+72
138
$12K ﹤0.01%
200
139
$11K ﹤0.01%
249
140
$11K ﹤0.01%
131
141
$10K ﹤0.01%
120
142
$10K ﹤0.01%
+35
143
$10K ﹤0.01%
30
+2
144
$9K ﹤0.01%
+151
145
$8K ﹤0.01%
150
146
$8K ﹤0.01%
262
147
$7K ﹤0.01%
+215
148
$7K ﹤0.01%
784
149
$5K ﹤0.01%
+146
150
$5K ﹤0.01%
200
4 5
6
7 8