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
$526M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.18M
3
+$2.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$843K

Top Sells

1
+$2.68M
2
+$491K
3
+$231K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$113K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$92.3K

Sector Composition

1 Technology 1.37%
2 Financials 0.7%
3 Consumer Discretionary 0.2%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.3K ﹤0.01%
126
-744
152
$9.76K ﹤0.01%
62
153
$9.71K ﹤0.01%
262
154
$9.28K ﹤0.01%
63
155
$8.98K ﹤0.01%
91
-9
156
$8.52K ﹤0.01%
50
157
$8.02K ﹤0.01%
369
158
$7.83K ﹤0.01%
36
159
$6.66K ﹤0.01%
+50
160
$6.09K ﹤0.01%
25
161
$6.09K ﹤0.01%
214
+3
162
$4.55K ﹤0.01%
200
163
$4.38K ﹤0.01%
107
+2
164
$4.3K ﹤0.01%
+300
165
$4.3K ﹤0.01%
41
166
$4.29K ﹤0.01%
+150
167
$4.21K ﹤0.01%
+134
168
$3.31K ﹤0.01%
+100
169
$3.2K ﹤0.01%
+75
170
$3.03K ﹤0.01%
+150
171
$2.92K ﹤0.01%
+100
172
$2.69K ﹤0.01%
70
173
$2.57K ﹤0.01%
100
174
$2.55K ﹤0.01%
1,038
+38
175
$2.43K ﹤0.01%
+207
5 6
7
8 9