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
$482M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$1.56M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.25M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$627K

Top Sells

1
+$288K
2
+$281K
3
+$264K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$248K
5
LNT icon
Alliant Energy
LNT
+$153K

Sector Composition

1 Technology 1%
2 Financials 0.5%
3 Communication Services 0.16%
4 Utilities 0.13%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.54K ﹤0.01%
86
127
$8.25K ﹤0.01%
50
128
$8.21K ﹤0.01%
62
129
$7.76K ﹤0.01%
+36
130
$7.5K ﹤0.01%
25
131
$7.26K ﹤0.01%
114
132
$7K ﹤0.01%
36
133
$6.69K ﹤0.01%
200
134
$5.17K ﹤0.01%
41
135
$4.1K ﹤0.01%
206
+3
136
$3.97K ﹤0.01%
+100
137
$3.38K ﹤0.01%
90
-1,094
138
$2.32K ﹤0.01%
200
139
$2.31K ﹤0.01%
306
+6
140
$1.89K ﹤0.01%
51
+1
141
$1.88K ﹤0.01%
+100
142
$1.82K ﹤0.01%
784
143
$1.57K ﹤0.01%
100
144
$1.39K ﹤0.01%
99
145
$1.12K ﹤0.01%
+50
146
$1.08K ﹤0.01%
+100
147
$1.05K ﹤0.01%
+65
148
$1.02K ﹤0.01%
10
149
$998 ﹤0.01%
100
150
$941 ﹤0.01%
+100
3 4 5
6
7