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
$377M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$482K
3
+$413K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$391K
5
BA icon
Boeing
BA
+$249K

Top Sells

1
+$815K
2
+$441K
3
+$168K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$165K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K

Sector Composition

1 Technology 3.28%
2 Healthcare 1.57%
3 Consumer Discretionary 0.65%
4 Financials 0.59%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.29%
13,435
+90
27
$874K 0.23%
5,860
-744
28
$779K 0.21%
15,037
29
$699K 0.19%
4,448
+1
30
$663K 0.18%
1,859
-100
31
$585K 0.16%
15,726
32
$534K 0.14%
28,386
33
$523K 0.14%
3,072
+2
34
$510K 0.14%
1,245
35
$507K 0.13%
3,460
+240
36
$493K 0.13%
3,181
-118
37
$483K 0.13%
6,404
-106
38
$480K 0.13%
7,289
39
$479K 0.13%
4,410
40
$437K 0.12%
1,888
-242
41
$420K 0.11%
2,682
-568
42
$420K 0.11%
1,419
+8
43
$412K 0.11%
4,123
-26
44
$391K 0.1%
21,688
45
$383K 0.1%
805
-216
46
$353K 0.09%
1,355
-13
47
$351K 0.09%
2,494
+8
48
$351K 0.09%
12,185
49
$346K 0.09%
652
-1
50
$344K 0.09%
2,331
1
2
3 4 5