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
$341M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$2.12M
3 +$1.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$997K

Top Sells

1 +$744K
2 +$76K
3 +$55.7K
4
KR icon
Kroger
KR
+$38.8K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$38K

Sector Composition

1 Technology 1.17%
2 Financials 0.78%
3 Communication Services 0.38%
4 Healthcare 0.26%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1K ﹤0.01%
25
152
$0 ﹤0.01%
7
153
-56
154
-233