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
$407M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.6M
3
+$1.57M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$742K

Top Sells

1
+$1.67M
2
+$1.52M
3
+$717K
4
AMZN icon
Amazon
AMZN
+$461K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 3.08%
2 Healthcare 1.81%
3 Financials 0.72%
4 Consumer Discretionary 0.56%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$950K 0.23%
10,510
+4,800
27
$929K 0.23%
5,891
+31
28
$848K 0.21%
14,887
-150
29
$790K 0.19%
1,878
+19
30
$661K 0.16%
4,450
+2
31
$652K 0.16%
3,163
+2,013
32
$643K 0.16%
15,726
33
$616K 0.15%
3,073
+1
34
$587K 0.14%
28,386
35
$560K 0.14%
1,261
+16
36
$518K 0.13%
3,190
-270
37
$508K 0.12%
1,386
-33
38
$504K 0.12%
2,767
-414
39
$498K 0.12%
6,232
-172
40
$475K 0.12%
4,088
-35
41
$471K 0.12%
1,888
42
$468K 0.12%
7,289
43
$423K 0.1%
25,258
+3,570
44
$423K 0.1%
2,676
-6
45
$421K 0.1%
805
46
$415K 0.1%
2,302
-29
47
$414K 0.1%
4,410
48
$384K 0.09%
2,521
+27
49
$383K 0.09%
1,372
+17
50
$380K 0.09%
654
+2
1
2
3 4