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WFA

West Financial Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$839K

Top Sells

1
+$22.5M
2
+$13.3M
3
+$3.45M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.49M

Sector Composition

1 Technology 1.46%
2 Financials 0.63%
3 Communication Services 0.23%
4 Consumer Discretionary 0.23%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25.6K ﹤0.01%
497
127
$25.3K ﹤0.01%
151
128
$23.8K ﹤0.01%
142
129
$23.7K ﹤0.01%
146
-14
130
$22K ﹤0.01%
880
131
$21.1K ﹤0.01%
309
-265
132
$16.3K ﹤0.01%
804
133
$15K ﹤0.01%
48
+4
134
$14.4K ﹤0.01%
130
135
$13.6K ﹤0.01%
131
136
$11.9K ﹤0.01%
64
137
$11.1K ﹤0.01%
252
138
$10.1K ﹤0.01%
35
139
$9.85K ﹤0.01%
262
140
$9.82K ﹤0.01%
200
141
$9.44K ﹤0.01%
250
-613,706
142
$9.24K ﹤0.01%
103
143
$8.72K ﹤0.01%
51
144
$8.09K ﹤0.01%
150
145
$7.68K ﹤0.01%
50
146
$7.05K ﹤0.01%
303
147
$6.77K ﹤0.01%
22
-21
148
$6.18K ﹤0.01%
218
+2
149
$5.32K ﹤0.01%
153
+1
150
$4.73K ﹤0.01%
300
4 5
6
7 8