WFA

WestHill Financial Advisors Portfolio holdings

AUM $510M
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$35.4M
3
+$32.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.35%
2 Healthcare 0.73%
3 Industrials 0.6%
4 Communication Services 0.54%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.17%
+7,289
27
$426K 0.17%
+2,707
28
$418K 0.16%
+27,600
29
$398K 0.16%
+10,823
30
$395K 0.16%
+18,205
31
$393K 0.15%
+6,688
32
$392K 0.15%
+1,691
33
$359K 0.14%
+703
34
$357K 0.14%
+3,334
35
$305K 0.12%
+1,466
36
$296K 0.12%
+2,126
37
$295K 0.12%
+4,751
38
$294K 0.12%
+1,625
39
$268K 0.11%
+2,445
40
$265K 0.1%
+5,770
41
$260K 0.1%
+3,231
42
$257K 0.1%
+13,375
43
$249K 0.1%
+7,253
44
$249K 0.1%
+2,252
45
$243K 0.1%
+4,400
46
$231K 0.09%
+1,579
47
$218K 0.09%
+3,973
48
$202K 0.08%
+772
49
$200K 0.08%
+2,185
50
$197K 0.08%
+2,534
1
2
3 4