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
$358M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$10.4M
3
+$5.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$33.3M
2
+$9.12M
3
+$5.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.41M

Sector Composition

1 Technology 0.79%
2 Financials 0.44%
3 Utilities 0.18%
4 Communication Services 0.14%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.24K ﹤0.01%
25
127
$4.09K ﹤0.01%
+1,000
128
$3.79K ﹤0.01%
151
129
$3.58K ﹤0.01%
117
130
$3.35K ﹤0.01%
120
131
$2.83K ﹤0.01%
784
132
$2.64K ﹤0.01%
13
+1
133
$2.59K ﹤0.01%
100
134
$2.1K ﹤0.01%
+1,000
135
$1.91K ﹤0.01%
103
+2
136
$1.77K ﹤0.01%
106
+3
137
$1.52K ﹤0.01%
+64
138
$1.42K ﹤0.01%
10
139
$1.38K ﹤0.01%
100
140
$1.3K ﹤0.01%
105
+3
141
$1.18K ﹤0.01%
100
142
$1.15K ﹤0.01%
46
-1
143
$1.14K ﹤0.01%
+175
144
$1.14K ﹤0.01%
+112
145
$953 ﹤0.01%
+5
146
$874 ﹤0.01%
50
147
$834 ﹤0.01%
100
148
$812 ﹤0.01%
73
149
$784 ﹤0.01%
100
150
$724 ﹤0.01%
35
+1
4 5
6
7 8