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
$281M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.81M
3
+$1.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$7.68M
2
+$618K
3
+$593K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$201K

Sector Composition

1 Healthcare 3.82%
2 Technology 1.94%
3 Financials 0.59%
4 Industrials 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$715K 0.25%
4,620
-160
27
$688K 0.24%
7,289
28
$646K 0.23%
8,511
-1,272
29
$461K 0.16%
2,807
+100
30
$442K 0.16%
27,600
31
$429K 0.15%
1,681
-10
32
$416K 0.15%
18,205
33
$392K 0.14%
10,823
34
$389K 0.14%
6,688
35
$360K 0.13%
3,328
-6
36
$339K 0.12%
697
-6
37
$319K 0.11%
1,449
-17
38
$300K 0.11%
4,745
-6
39
$300K 0.11%
1,625
40
$293K 0.1%
2,446
+1
41
$292K 0.1%
3,231
42
$284K 0.1%
7,256
+3
43
$284K 0.1%
2,099
-27
44
$270K 0.1%
4,303
-97
45
$255K 0.09%
1,580
+1
46
$253K 0.09%
13,375
47
$249K 0.09%
2,252
48
$231K 0.08%
4,440
-1,330
49
$218K 0.08%
2,476
-58
50
$213K 0.08%
772
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