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
$298M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.24M
3
+$930K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$905K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$827K

Top Sells

1
+$531K
2
+$524K
3
+$371K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$130K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$70.8K

Sector Composition

1 Technology 1.28%
2 Financials 0.52%
3 Communication Services 0.39%
4 Healthcare 0.29%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
73
-4
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-200
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$0 ﹤0.01%
7
161
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163
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-7,341
3 4 5 6
7