Portfolio (Quarterly)
Guide ↗
West Financial Advisors, LLC
· CIK 0001843684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CCJ | CAMECO CORP | Energy | 32 | $3K | — | SOLD |
| 42 | BAP | CREDICORP LTD | Financial Services | 10 | $3K | — | SOLD |
| 43 | SONY | SONY GROUP CORP | Technology | 105 | $3K | — | SOLD |
| 44 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 24 | $2K | — | SOLD |
| 45 | ABR | ARBOR REALTY TRUST INC | Real Estate | 226 | $2K | — | SOLD |
| 46 | HLN | HALEON PLC | Healthcare | 170 | $2K | — | SOLD |
| 47 | GSK | GSK PLC | Healthcare | 35 | $2K | — | SOLD |
| 48 | — | TOTALENERGIES SE | — | 23 | $2K | — | SOLD |
| 49 | ALC | ALCON AG | Healthcare | 19 | $1K | — | SOLD |
| 50 | SMCI | SUPER MICRO COMPUTER INC | Technology | 50 | $1K | — | SOLD |
| 51 | — | UNILEVER PLC | — | 19 | $1K | — | SOLD |
| 52 | RTO | RENTOKIL INITIAL PLC | Industrials | 40 | $1K | — | SOLD |
| 53 | DEO | DIAGEO PLC | Consumer Defensive | 13 | $1K | — | SOLD |
| 54 | PSEC | PROSPECT CAP CORP | Financial Services | 302 | $782.0 | — | SOLD |
Sector Allocation
Financial Services
85.0%
Technology
8.0%
Consumer Cyclical
2.9%
Utilities
1.0%
Industrials
0.8%
Healthcare
0.7%
Communication Services
0.5%
Consumer Defensive
0.5%
Energy
0.4%
Real Estate
0.1%