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
$412M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$391K
3
+$327K
4
FICO icon
Fair Isaac
FICO
+$223K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$1.24M
2
+$474K
3
+$466K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K
5
NKE icon
Nike
NKE
+$414K

Sector Composition

1 Technology 3.67%
2 Healthcare 2.11%
3 Financials 0.64%
4 Consumer Discretionary 0.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.3%
10,011
-499
27
$1.13M 0.27%
13,755
-150
28
$917K 0.22%
5,864
-27
29
$876K 0.21%
14,887
30
$758K 0.18%
1,863
-15
31
$626K 0.15%
3,096
+23
32
$618K 0.15%
15,726
33
$609K 0.15%
4,451
+1
34
$608K 0.15%
28,386
35
$602K 0.15%
1,256
-5
36
$527K 0.13%
3,195
+5
37
$475K 0.12%
2,767
38
$472K 0.11%
1,888
39
$462K 0.11%
2,521
40
$462K 0.11%
1,386
41
$458K 0.11%
7,289
42
$444K 0.11%
5,671
-561
43
$442K 0.11%
2,098
-1,065
44
$441K 0.11%
25,258
45
$438K 0.11%
805
46
$378K 0.09%
2,331
+29
47
$363K 0.09%
657
+3
48
$360K 0.09%
1,373
+1
49
$352K 0.09%
389
-7
50
$349K 0.08%
3,034
-1,054
1
2
3 4