WFA
West Financial Advisors Portfolio holdings
AUM
$575M
1-Year Return
10.24%
This Quarter Return
-5.81%
1 Year Return
+10.24%
3 Year Return
+35.34%
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
-$10.3M
(-3%)
Cap. Flow
+$9.88M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
76.99%
Holding
194
New
29
Increased
38
Reduced
25
Closed
9
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$7.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.17M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.09M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.74M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.59M |
Top Sells
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Financials | 0.67% |
| 3 | Healthcare | 0.36% |
| 4 | Consumer Staples | 0.27% |
| 5 | Utilities | 0.2% |
