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
$526M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.18M
3
+$2.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$843K

Top Sells

1
+$2.68M
2
+$491K
3
+$231K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$113K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$92.3K

Sector Composition

1 Technology 1.37%
2 Financials 0.7%
3 Consumer Discretionary 0.2%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25.6K ﹤0.01%
118
127
$25.5K ﹤0.01%
658
128
$25.4K ﹤0.01%
488
129
$24.7K ﹤0.01%
348
130
$24.6K ﹤0.01%
26
-12
131
$21.8K ﹤0.01%
160
132
$20.7K ﹤0.01%
497
133
$18.8K ﹤0.01%
142
134
$18.3K ﹤0.01%
326
135
$18.2K ﹤0.01%
250
136
$17.5K ﹤0.01%
68
-10
137
$15.5K ﹤0.01%
67
138
$14.6K ﹤0.01%
131
139
$14.6K ﹤0.01%
130
140
$14.1K ﹤0.01%
804
141
$13.8K ﹤0.01%
98
142
$13.8K ﹤0.01%
203
143
$13.2K ﹤0.01%
108
144
$12.4K ﹤0.01%
25
145
$11.7K ﹤0.01%
105
146
$11.6K ﹤0.01%
145
147
$11.5K ﹤0.01%
35
148
$11.4K ﹤0.01%
252
-90
149
$10.8K ﹤0.01%
103
150
$10.6K ﹤0.01%
64
4 5
6
7 8