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
$380M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$11.4M
3 +$6.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.08M

Top Sells

1 +$7.77M
2 +$7.38M
3 +$3.92M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.61M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M

Sector Composition

1 Technology 1.21%
2 Financials 0.81%
3 Healthcare 0.36%
4 Consumer Staples 0.26%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
7
202
-190
203
-598
204
-4,276
205
-3,268