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WFA

West Financial Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$839K

Top Sells

1
+$22.5M
2
+$13.3M
3
+$3.45M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.49M

Sector Composition

1 Technology 1.46%
2 Financials 0.63%
3 Communication Services 0.23%
4 Consumer Discretionary 0.23%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.41K ﹤0.01%
112
+2
152
$4.03K ﹤0.01%
134
153
$3.88K ﹤0.01%
100
154
$3.61K ﹤0.01%
500
155
$3.49K ﹤0.01%
+150
156
$3.4K ﹤0.01%
102
+1
157
$3.34K ﹤0.01%
1,064
158
$3.25K ﹤0.01%
100
159
$3.07K ﹤0.01%
67
-3
160
$2.79K ﹤0.01%
103
+1
161
$2.67K ﹤0.01%
219
+6
162
$2.46K ﹤0.01%
100
163
$2.46K ﹤0.01%
367
+17
164
$2.4K ﹤0.01%
50
165
$2.26K ﹤0.01%
50
166
$2.22K ﹤0.01%
100
167
$1.97K ﹤0.01%
+50
168
$1.89K ﹤0.01%
206
+3
169
$1.34K ﹤0.01%
54
+1
170
$1.34K ﹤0.01%
+150
171
$1.29K ﹤0.01%
49
172
$1.27K ﹤0.01%
52
+1
173
$1.25K ﹤0.01%
54
+1
174
$1.02K ﹤0.01%
200
175
$1.01K ﹤0.01%
53
+1
5 6
7
8 9