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
$519M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.77M
3
+$2.87M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.68M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.6M

Top Sells

1
+$9.67M
2
+$6.98M
3
+$2.45M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.37M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$728K

Sector Composition

1 Technology 1.07%
2 Financials 0.47%
3 Communication Services 0.16%
4 Utilities 0.15%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
262
152
$10.3K ﹤0.01%
63
153
$9.72K ﹤0.01%
+24
154
$8.66K ﹤0.01%
62
155
$8.61K ﹤0.01%
+369
156
$8.37K ﹤0.01%
36
157
$8.27K ﹤0.01%
86
158
$8.19K ﹤0.01%
114
159
$7.59K ﹤0.01%
200
160
$6.84K ﹤0.01%
25
161
$5.75K ﹤0.01%
41
162
$5.23K ﹤0.01%
200
163
$4.62K ﹤0.01%
209
+3
164
$3.92K ﹤0.01%
102
+2
165
$3.57K ﹤0.01%
90
166
$3.04K ﹤0.01%
784
167
$2.21K ﹤0.01%
316
+10
168
$2.05K ﹤0.01%
100
169
$1.81K ﹤0.01%
51
170
$1.7K ﹤0.01%
100
171
$1.63K ﹤0.01%
100
172
$1.15K ﹤0.01%
99
173
$1.07K ﹤0.01%
10
174
$1.02K ﹤0.01%
51
+1
175
$895 ﹤0.01%
100
4 5 6
7
8