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
$382M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.68M
3
+$1.68M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.67M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$808K

Sector Composition

1 Technology 0.94%
2 Financials 0.47%
3 Communication Services 0.19%
4 Utilities 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.42K ﹤0.01%
200
127
$5.62K ﹤0.01%
148
128
$4.63K ﹤0.01%
+22
129
$4.58K ﹤0.01%
25
130
$3.9K ﹤0.01%
151
131
$3.85K ﹤0.01%
1,000
132
$3.5K ﹤0.01%
117
133
$2.96K ﹤0.01%
100
134
$2.82K ﹤0.01%
120
135
$2.6K ﹤0.01%
784
136
$2.51K ﹤0.01%
47
-574
137
$2.11K ﹤0.01%
100
138
$2.05K ﹤0.01%
104
+1
139
$1.75K ﹤0.01%
1,000
140
$1.67K ﹤0.01%
109
+3
141
$1.47K ﹤0.01%
175
142
$1.32K ﹤0.01%
10
143
$1.31K ﹤0.01%
108
+3
144
$1.18K ﹤0.01%
112
145
$1.16K ﹤0.01%
43
-3
146
$820 ﹤0.01%
+67
147
$780 ﹤0.01%
49
-1
148
$759 ﹤0.01%
100
149
$721 ﹤0.01%
100
150
$705 ﹤0.01%
17
4 5
6
7 8