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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
PGProcter And Gamble Co
Recent Activity
Decreased -39.02%
0.01%
$8,383
50 shares@ $167.66 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -22.22%
0.01%
$2,835
70 shares@ $40.5 avg price