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
$466M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.96M
3
+$1.75M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$411K

Top Sells

1
+$2.08M
2
+$696K
3
+$548K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$240K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$238K

Sector Composition

1 Technology 0.85%
2 Financials 0.5%
3 Utilities 0.16%
4 Industrials 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.4K ﹤0.01%
262
127
$8.11K ﹤0.01%
50
-56
128
$7.24K ﹤0.01%
25
129
$7.11K ﹤0.01%
36
130
$6.97K ﹤0.01%
114
131
$6.1K ﹤0.01%
+52
132
$6.1K ﹤0.01%
41
133
$3.73K ﹤0.01%
203
+3
134
$2.21K ﹤0.01%
784
135
$2.06K ﹤0.01%
+300
136
$2K ﹤0.01%
50
+27
137
$1.85K ﹤0.01%
100
138
$1.59K ﹤0.01%
+100
139
$1.53K ﹤0.01%
99
140
$1.49K ﹤0.01%
+75
141
$1.39K ﹤0.01%
100
142
$1.23K ﹤0.01%
+50
143
$1.2K ﹤0.01%
10
144
$852 ﹤0.01%
+150
145
$588 ﹤0.01%
100
146
$580 ﹤0.01%
+200
147
$488 ﹤0.01%
23
148
$409 ﹤0.01%
+14
149
$358 ﹤0.01%
49
150
$272 ﹤0.01%
9
3 4 5
6
7