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
$519M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.77M
3
+$2.87M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.68M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.6M

Top Sells

1
+$9.67M
2
+$6.98M
3
+$2.45M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.37M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$728K

Sector Composition

1 Technology 1.07%
2 Financials 0.47%
3 Communication Services 0.16%
4 Utilities 0.15%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.3K ﹤0.01%
+157
127
$20.8K ﹤0.01%
+118
128
$20.5K ﹤0.01%
78
129
$18.9K ﹤0.01%
+115
130
$18.8K ﹤0.01%
326
131
$17.5K ﹤0.01%
265
132
$17.2K ﹤0.01%
+142
133
$16.1K ﹤0.01%
+135
134
$16.1K ﹤0.01%
103
135
$15.9K ﹤0.01%
131
136
$15.5K ﹤0.01%
+25
137
$14.8K ﹤0.01%
+98
138
$14.7K ﹤0.01%
804
139
$14.4K ﹤0.01%
+196
140
$14.2K ﹤0.01%
82
+32
141
$13.9K ﹤0.01%
+67
142
$13.6K ﹤0.01%
304
+1
143
$12.9K ﹤0.01%
+437
144
$12.8K ﹤0.01%
203
145
$12.5K ﹤0.01%
108
146
$12.1K ﹤0.01%
35
147
$11.7K ﹤0.01%
105
148
$11.6K ﹤0.01%
+81
149
$11.6K ﹤0.01%
+47
150
$11.3K ﹤0.01%
145
4 5
6
7 8