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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$41.8M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.22%
2 Technology 2.29%
3 Financials 0.61%
4 Industrials 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.26%
+4,537
27
$793K 0.25%
+7,289
28
$712K 0.22%
+15,102
29
$711K 0.22%
+7,007
30
$680K 0.21%
+4,140
31
$646K 0.2%
+8,282
32
$497K 0.15%
+28,644
33
$470K 0.15%
+2,912
34
$466K 0.14%
+10,832
35
$459K 0.14%
+1,681
36
$395K 0.12%
+2,826
37
$367K 0.11%
+3,325
38
$365K 0.11%
+17,894
39
$363K 0.11%
+6,806
40
$347K 0.11%
+3,218
41
$327K 0.1%
+6,050
42
$304K 0.09%
+3,231
43
$289K 0.09%
+2,447
44
$281K 0.09%
+4,745
45
$277K 0.09%
+695
46
$274K 0.08%
+7,262
47
$274K 0.08%
+14,475
48
$271K 0.08%
+848
49
$267K 0.08%
+2,000
50
$261K 0.08%
+1,541
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