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
$399M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.83M
3
+$4.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.84M
5
BND icon
Vanguard Total Bond Market
BND
+$1.77M

Top Sells

1
+$11.6M
2
+$7.59M
3
+$1.82M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$292K
5
META icon
Meta Platforms (Facebook)
META
+$280K

Sector Composition

1 Technology 0.93%
2 Financials 0.45%
3 Healthcare 0.17%
4 Utilities 0.15%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.92K ﹤0.01%
36
152
$5.33K ﹤0.01%
+38
153
$5.2K ﹤0.01%
59
154
$4.93K ﹤0.01%
+51
155
$4.85K ﹤0.01%
+443
156
$4.83K ﹤0.01%
+31
157
$4.47K ﹤0.01%
+12
158
$4.39K ﹤0.01%
+99
159
$4.29K ﹤0.01%
25
160
$4.06K ﹤0.01%
1,575
161
$3.98K ﹤0.01%
+139
162
$3.95K ﹤0.01%
+53
163
$3.63K ﹤0.01%
+30
164
$3.34K ﹤0.01%
60
165
$3.28K ﹤0.01%
117
166
$3.22K ﹤0.01%
55
167
$3.05K ﹤0.01%
20
168
$2.92K ﹤0.01%
+23
169
$2.59K ﹤0.01%
784
170
$2.57K ﹤0.01%
44
171
$2.22K ﹤0.01%
1,000
172
$2.22K ﹤0.01%
64
173
$2.21K ﹤0.01%
40
174
$2.2K ﹤0.01%
107
+1
175
$2.08K ﹤0.01%
120
5 6
7
8 9