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
$343M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.31M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Top Sells

1
+$3.01M
2
+$1.42M
3
+$202K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$121K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$108K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.57%
3 Consumer Discretionary 0.59%
4 Financials 0.59%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$953K 0.28%
13,345
+777
27
$700K 0.2%
15,037
28
$693K 0.2%
4,447
+2
29
$686K 0.2%
1,959
+10
30
$535K 0.16%
15,726
-934
31
$506K 0.15%
3,250
+12
32
$492K 0.14%
3,299
+239
33
$488K 0.14%
4,149
+126
34
$479K 0.14%
28,386
35
$470K 0.14%
3,220
+119
36
$468K 0.14%
2,130
37
$449K 0.13%
6,510
-267
38
$446K 0.13%
1,245
39
$445K 0.13%
+3,070
40
$437K 0.13%
1,021
+407
41
$422K 0.12%
4,410
-41
42
$404K 0.12%
12,185
+600
43
$385K 0.11%
1,411
44
$350K 0.1%
+21,688
45
$335K 0.1%
7,289
46
$331K 0.1%
653
-13
47
$328K 0.1%
2,486
+78
48
$315K 0.09%
1,368
+62
49
$301K 0.09%
2,660
+228
50
$257K 0.08%
837
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