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
$382M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.68M
3
+$1.68M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.67M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$808K

Sector Composition

1 Technology 0.94%
2 Financials 0.47%
3 Communication Services 0.19%
4 Utilities 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-100
177
– –
-5
178
– –
-1,336
4 5 6 7
8