West Financial Advisors LLC
West Financial Advisors LLC latest Q1_2021 13F filings reported $298,230,000 in market value on this 2021-04-20 report date . The portfolio quarterly return is 5.67%. This fund has 152 securities concentrations of 100% weights.
West Financial Advisors LLC largest holding is SPDR S&P 500 ETF Trust with weight of 18.06% and $53,856,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|