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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
176
$880 ﹤0.01%
28
177
$872 ﹤0.01%
68
+1
178
$828 ﹤0.01%
216
+7
179
$790 ﹤0.01%
287
+13
180
$786 ﹤0.01%
10
181
$750 ﹤0.01%
102
+1
182
$734 ﹤0.01%
28
183
$581 ﹤0.01%
27
+1
184
$573 ﹤0.01%
5
-86
185
$472 ﹤0.01%
38
+1
186
$426 ﹤0.01%
4
-5,578
187
$396 ﹤0.01%
14
188
$291 ﹤0.01%
8
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$58 ﹤0.01%
12
190
$56 ﹤0.01%
9
191
$53 ﹤0.01%
+3
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$40 ﹤0.01%
2
193
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200
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5 6 7
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