WFA
West Financial Advisors Portfolio holdings
AUM
$605M
1-Year Est. Return
10.31%
1 Year Est. Return
+10.31%
AUM
$605M
AUM Growth
+$30.3M
(+5.3%)
Holding
212
Top Buys
| 1 | +$14.9M | |
| 2 | +$13.5M | |
| 3 | +$12.5M | |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$3.77M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$838K |
Top Sells
| 1 | +$23.2M | |
| 2 | +$13.4M | |
| 3 | +$3.51M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.92M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.5M |
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 | |
|---|---|---|---|---|---|---|
201
FedEx
FDX
$56.1B
| – | – |
-25
|
|
||
202
iShares MSCI EAFE ETF
EFA
$68.2B
| – | – |
-126
|
|
||
203
Duke Energy
DUK
$99.9B
| – | – |
-108
|
|
||
204
Diageo
DEO
$54.3B
| – | – |
-41
|
|
||
205
Dominion Energy
D
$51.7B
| – | – |
-326
|
|
||
206
CVS Health
CVS
$105B
| – | – |
-203
|
|
||
207
Clorox
CLX
$14.6B
| – | – |
-63
|
|
||
208
Blackrock
BLK
$180B
| – | – |
-26
|
|
||
|
BASE
209
DELISTED
Couchbase
BASE
| – | – |
-100
|
|
||
210
Ball Corp
BALL
$13.2B
| – | – |
-488
|
|
||
211
American Tower
AMT
$89.6B
| – | – |
-36
|
|
||
212
Aflac
AFL
$57.6B
| – | – |
-105
|
|