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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.43M
3
+$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1
+$1.91M
2
+$15.7K
3
+$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.3%
11,726
+519
27
$973K 0.28%
4,538
+1
28
$876K 0.25%
14,832
+4,000
29
$785K 0.22%
7,289
30
$781K 0.22%
15,102
31
$780K 0.22%
4,680
+540
32
$659K 0.19%
8,372
+90
33
$655K 0.19%
+4,897
34
$577K 0.16%
3,527
+701
35
$574K 0.16%
3,354
+442
36
$562K 0.16%
1,881
+200
37
$543K 0.15%
28,644
38
$485K 0.14%
+1,630
39
$484K 0.14%
+4,000
40
$436K 0.12%
3,218
41
$384K 0.11%
20,654
+2,760
42
$377K 0.11%
7,250
+1,200
43
$372K 0.11%
+898
44
$367K 0.1%
3,325
45
$347K 0.1%
837
-11
46
$344K 0.1%
2,447
47
$338K 0.1%
6,558
-248
48
$316K 0.09%
1,255
-23
49
$301K 0.09%
695
50
$300K 0.08%
3,231
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