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
$303M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$1.26M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.05M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$534K

Top Sells

1
+$556K
2
+$319K
3
+$294K
4
TSLA icon
Tesla
TSLA
+$283K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$226K

Sector Composition

1 Technology 2.49%
2 Healthcare 2.23%
3 Consumer Discretionary 0.59%
4 Financials 0.57%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$896K 0.3%
13,105
+105
27
$829K 0.27%
4,540
+1
28
$819K 0.27%
15,620
-10
29
$615K 0.2%
15,082
30
$534K 0.18%
+16,899
31
$530K 0.17%
1,941
+60
32
$515K 0.17%
7,289
33
$507K 0.17%
3,529
+1
34
$486K 0.16%
3,173
35
$479K 0.16%
2,130
36
$462K 0.15%
9,109
+212
37
$457K 0.15%
4,469
-12
38
$436K 0.14%
6,970
+17
39
$426K 0.14%
28,644
40
$400K 0.13%
2,254
41
$366K 0.12%
674
-5
42
$341K 0.11%
3,098
43
$321K 0.11%
4,170
+25
44
$296K 0.1%
14,126
-4,577
45
$279K 0.09%
695
46
$273K 0.09%
975
47
$266K 0.09%
2,448
48
$259K 0.09%
1,835
-450
49
$250K 0.08%
2,644
50
$247K 0.08%
899
+1
1
2
3 4 5