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Laura West

@West Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$518.593MTotal holdings205
Assets growth rate0.02%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of West Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 518.593M in assets, with a quarterly growth rate of 0.02% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Laura West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Increased 0.6%
0.64%
$3.294M
13,707 shares@ $240.29 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 11.41%
0.58%
$2.979M
61,635 shares@ $48.34 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 9.28%
0.53%
$2.744M
36,252 shares@ $75.7 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 13.62%
0.52%
$2.684M
66,005 shares@ $40.68 avg price
VUGVanguard Index Fds
Recent Activity
Increased 5.91%
0.44%
$2.245M
5,470 shares@ $410.42 avg price
VSGXVanguard World Fd
Recent Activity
Increased 5.6%
0.36%
$1.84M
32,458 shares@ $56.7 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.45%
0.33%
$1.663M
28,218 shares@ $58.93 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.9%
0.32%
$1.659M
37,670 shares@ $44.05 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 87.84%
0.29%
$1.491M
3,537 shares@ $421.47 avg price
VNQVanguard Index Fds
Recent Activity
Increased 2.34%
0.29%
$1.453M
16,316 shares@ $89.09 avg price