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
$313M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$733K
3
+$351K
4
MRK icon
Merck
MRK
+$265K
5
MMC icon
Marsh & McLennan
MMC
+$218K

Top Sells

1
+$537K
2
+$444K
3
+$323K
4
FICO icon
Fair Isaac
FICO
+$286K
5
CVX icon
Chevron
CVX
+$241K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.2%
3 Consumer Discretionary 0.5%
4 Financials 0.48%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.28%
10,532
+103
27
$790K 0.25%
4,543
+2
28
$733K 0.23%
+11,322
29
$648K 0.21%
15,564
+482
30
$602K 0.19%
1,949
+8
31
$599K 0.19%
11,690
-3,000
32
$595K 0.19%
3,679
+506
33
$589K 0.19%
17,599
+939
34
$575K 0.18%
3,254
+375
35
$525K 0.17%
4,486
+17
36
$517K 0.17%
34,338
+5,694
37
$501K 0.16%
2,130
38
$442K 0.14%
6,732
+3
39
$441K 0.14%
2,909
-699
40
$434K 0.14%
7,289
41
$434K 0.14%
1,811
+400
42
$368K 0.12%
668
-7
43
$352K 0.11%
3,206
+108
44
$346K 0.11%
1,298
+53
45
$338K 0.11%
4,697
+500
46
$328K 0.1%
8,319
-790
47
$296K 0.09%
2,687
+70
48
$291K 0.09%
2,649
+200
49
$282K 0.09%
3,249
+5
50
$265K 0.08%
+2,384
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