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
$334M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.56M
3
+$1.48M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$577K

Top Sells

1
+$881K
2
+$873K
3
+$780K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$609K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$352K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.69%
3 Consumer Discretionary 0.49%
4 Industrials 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$899K 0.27%
12,466
-370
27
$862K 0.26%
4,444
-99
28
$670K 0.2%
15,082
-482
29
$602K 0.18%
1,949
30
$558K 0.17%
16,660
-939
31
$548K 0.16%
4,465
-21
32
$504K 0.15%
3,254
33
$499K 0.15%
3,134
-545
34
$487K 0.15%
6,806
+74
35
$476K 0.14%
2,130
36
$473K 0.14%
11,605
-85
37
$458K 0.14%
28,386
-5,952
38
$433K 0.13%
2,910
+1
39
$400K 0.12%
1,245
-53
40
$384K 0.11%
666
-2
41
$323K 0.1%
1,411
-400
42
$314K 0.09%
3,136
-113
43
$294K 0.09%
+1,305
44
$293K 0.09%
7,526
-793
45
$292K 0.09%
2,659
-28
46
$291K 0.09%
4,197
-500
47
$286K 0.09%
+2,432
48
$259K 0.08%
7,289
49
$254K 0.08%
619
-48
50
$250K 0.07%
2,408
+115
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