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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.31%
13,000
+1,274
27
$973K 0.28%
4,539
+1
28
$809K 0.23%
15,630
+798
29
$739K 0.21%
15,082
-20
30
$664K 0.19%
1,881
31
$604K 0.17%
7,289
32
$603K 0.17%
4,481
+3,262
33
$554K 0.16%
+2,130
34
$539K 0.16%
3,528
+1
35
$514K 0.15%
3,173
-45
36
$514K 0.15%
28,644
37
$512K 0.15%
6,953
-1,419
38
$453K 0.13%
8,897
+1,647
39
$401K 0.12%
+679
40
$399K 0.12%
2,254
-1,100
41
$363K 0.1%
2,644
+1,073
42
$354K 0.1%
+975
43
$342K 0.1%
3,098
-227
44
$334K 0.1%
18,703
-1,951
45
$324K 0.09%
695
46
$324K 0.09%
6,537
-21
47
$307K 0.09%
2,200
+200
48
$303K 0.09%
4,145
-600
49
$299K 0.09%
1,093
-162
50
$298K 0.09%
1,339
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