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
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$915K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$368K

Top Sells

1
+$683K
2
+$400K
3
+$275K
4
MRK icon
Merck
MRK
+$245K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$229K

Sector Composition

1 Technology 4.21%
2 Healthcare 1.47%
3 Financials 0.75%
4 Consumer Discretionary 0.55%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.28%
9,355
-133
27
$1.24M 0.28%
13,904
-27
28
$1.22M 0.27%
3,043
-569
29
$1.01M 0.23%
39,137
+631
30
$948K 0.21%
14,870
31
$859K 0.19%
1,894
32
$802K 0.18%
5,535
-286
33
$763K 0.17%
3,184
+2
34
$658K 0.15%
28,386
35
$644K 0.14%
15,726
36
$642K 0.14%
1,256
37
$609K 0.14%
7,289
38
$562K 0.13%
4,455
+2
39
$549K 0.12%
3,272
+103
40
$523K 0.12%
2,942
+176
41
$512K 0.11%
25,362
42
$503K 0.11%
1,386
43
$488K 0.11%
2,561
44
$470K 0.11%
802
-3
45
$455K 0.1%
2,142
46
$443K 0.1%
1,403
-48
47
$430K 0.1%
5,683
+12
48
$409K 0.09%
699
-5
49
$402K 0.09%
1,753
50
$373K 0.08%
1,286
-13
1
2
3 4