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
$380M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.4M
3
+$6.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.08M

Top Sells

1
+$7.77M
2
+$7.38M
3
+$3.92M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.61M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.24M

Sector Composition

1 Technology 1.21%
2 Financials 0.81%
3 Healthcare 0.36%
4 Consumer Staples 0.26%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
+46
152
$7K ﹤0.01%
+69
153
$7K ﹤0.01%
+12
154
$7K ﹤0.01%
+78
155
$7K ﹤0.01%
200
+70
156
$7K ﹤0.01%
+54
157
$7K ﹤0.01%
120
158
$7K ﹤0.01%
784
159
$6K ﹤0.01%
+132
160
$6K ﹤0.01%
+21
161
$6K ﹤0.01%
+46
162
$6K ﹤0.01%
+68
163
$6K ﹤0.01%
+48
164
$5K ﹤0.01%
+92
165
$5K ﹤0.01%
25
166
$5K ﹤0.01%
+41
167
$5K ﹤0.01%
20
168
$4K ﹤0.01%
148
169
$4K ﹤0.01%
117
170
$4K ﹤0.01%
128
171
$4K ﹤0.01%
151
+78
172
$3K ﹤0.01%
+125
173
$2K ﹤0.01%
+21
174
$2K ﹤0.01%
+10
175
$2K ﹤0.01%
20
5 6
7
8 9