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
$293M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.54M
3
+$1.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$580K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$472K

Top Sells

1
+$266K
2
+$259K
3
+$241K
4
WABC icon
Westamerica Bancorp
WABC
+$240K
5
UNP icon
Union Pacific
UNP
+$231K

Sector Composition

1 Technology 2.43%
2 Healthcare 2.26%
3 Consumer Discretionary 0.67%
4 Energy 0.48%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 0.3%
12,979
-126
27
$734K 0.25%
4,541
+1
28
$643K 0.22%
14,690
-930
29
$585K 0.2%
15,082
30
$518K 0.18%
1,941
31
$493K 0.17%
16,660
-239
32
$488K 0.17%
2,130
33
$479K 0.16%
7,289
34
$470K 0.16%
2,879
+625
35
$455K 0.16%
3,608
+79
36
$426K 0.15%
3,173
37
$404K 0.14%
28,644
38
$377K 0.13%
6,729
-241
39
$371K 0.13%
4,469
40
$346K 0.12%
9,109
41
$342K 0.12%
675
+1
42
$341K 0.12%
3,098
43
$333K 0.11%
1,245
+270
44
$306K 0.1%
3,244
+600
45
$298K 0.1%
4,197
+27
46
$286K 0.1%
695
47
$240K 0.08%
2,500
+260
48
$238K 0.08%
+667
49
$237K 0.08%
2,449
+1
50
$232K 0.08%
1,411
+72
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2
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