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
$334M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.17M
3
+$3.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Top Sells

1
+$7.31M
2
+$3.3M
3
+$1.46M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$708K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409K

Sector Composition

1 Technology 1.06%
2 Financials 0.67%
3 Healthcare 0.36%
4 Consumer Staples 0.27%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+55
152
$4K ﹤0.01%
148
153
$4K ﹤0.01%
+25
154
$4K ﹤0.01%
25
155
$4K ﹤0.01%
151
156
$3K ﹤0.01%
200
157
$3K ﹤0.01%
117
158
$3K ﹤0.01%
120
159
$3K ﹤0.01%
100
160
$2K ﹤0.01%
100
161
$2K ﹤0.01%
101
+1
162
$2K ﹤0.01%
103
+3
163
$2K ﹤0.01%
12
+1
164
$2K ﹤0.01%
45
165
$1K ﹤0.01%
34
+1
166
$1K ﹤0.01%
+100
167
$1K ﹤0.01%
500
168
$1K ﹤0.01%
102
+2
169
$1K ﹤0.01%
+100
170
$1K ﹤0.01%
100
171
$1K ﹤0.01%
+50
172
$1K ﹤0.01%
52
173
$1K ﹤0.01%
47
-67
174
$1K ﹤0.01%
102
+2
175
$1K ﹤0.01%
73
4 5 6
7
8