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
$353M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$438K
3
+$436K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$286K
2
+$99.3K
3
+$54.1K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$47.4K
5
VV icon
Vanguard Large-Cap ETF
VV
+$28.4K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.71%
3 Consumer Discretionary 0.53%
4 Financials 0.42%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$950K 0.27%
12,568
+102
27
$797K 0.23%
4,445
+1
28
$724K 0.2%
15,037
-45
29
$665K 0.19%
1,949
30
$575K 0.16%
16,660
31
$536K 0.15%
3,238
-16
32
$496K 0.14%
28,386
33
$491K 0.14%
6,777
-29
34
$491K 0.14%
4,451
-14
35
$471K 0.13%
3,101
+191
36
$460K 0.13%
1,245
37
$453K 0.13%
2,130
38
$431K 0.12%
4,023
+1,364
39
$425K 0.12%
11,585
-20
40
$412K 0.12%
3,060
-74
41
$347K 0.1%
666
42
$347K 0.1%
1,411
43
$310K 0.09%
1,306
+1
44
$291K 0.08%
2,408
45
$280K 0.08%
7,540
+14
46
$280K 0.08%
2,432
47
$277K 0.08%
3,099
-37
48
$272K 0.08%
614
-5
49
$267K 0.08%
2,450
50
$266K 0.08%
4,161
-36
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