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
$446M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.64M
3
+$1.12M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.03M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M

Top Sells

1
+$1.01M
2
+$300K
3
+$216K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.3K

Sector Composition

1 Technology 4.07%
2 Healthcare 1.8%
3 Financials 0.68%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.29%
1,435
+1,100
27
$1.24M 0.28%
13,931
+176
28
$1.15M 0.26%
9,488
-523
29
$1.03M 0.23%
+38,506
30
$925K 0.21%
14,870
-17
31
$872K 0.2%
1,894
+31
32
$857K 0.19%
5,821
-43
33
$671K 0.15%
3,182
+86
34
$656K 0.15%
15,726
35
$642K 0.14%
28,386
36
$630K 0.14%
7,289
37
$613K 0.14%
1,256
38
$607K 0.14%
4,453
+2
39
$549K 0.12%
3,169
-26
40
$546K 0.12%
2,766
-1
41
$542K 0.12%
1,386
42
$501K 0.11%
25,362
+104
43
$487K 0.11%
1,753
-135
44
$478K 0.11%
2,142
+44
45
$474K 0.11%
5,671
46
$462K 0.1%
805
47
$428K 0.1%
2,561
+40
48
$413K 0.09%
667
+10
49
$403K 0.09%
704
+25
50
$399K 0.09%
1,451
+78
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