WFA
West Financial Advisors Portfolio holdings
AUM
$575M
This Quarter Return
+9.17%
1 Year Return
+10.24%
3 Year Return
+35.34%
5 Year Return
–
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(+10%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
75.72%
Holding
213
New
5
Increased
19
Reduced
63
Closed
56
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.54M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.88M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.84M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$850K |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Financials | 0.47% |
| 3 | Healthcare | 0.15% |
| 4 | Utilities | 0.14% |
| 5 | Industrials | 0.14% |
