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
$344M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$7.47M
3 +$7.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.37M

Sector Composition

1 Technology 1.04%
2 Financials 0.69%
3 Healthcare 0.38%
4 Consumer Staples 0.28%
5 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-24
202
-12