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
$437M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.66M
3
+$2.27M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$555K

Top Sells

1
+$2.82M
2
+$2.18M
3
+$651K
4
AAPL icon
Apple
AAPL
+$486K
5
TSLA icon
Tesla
TSLA
+$282K

Sector Composition

1 Technology 3.56%
2 Healthcare 1.06%
3 Financials 0.78%
4 Consumer Staples 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.26%
13,973
+69
27
$1.09M 0.25%
3,013
-30
28
$1.04M 0.24%
1,952
+58
29
$1.03M 0.24%
9,523
+168
30
$1.02M 0.23%
38,748
-389
31
$890K 0.2%
14,717
-153
32
$889K 0.2%
5,312
-223
33
$781K 0.18%
3,185
+1
34
$648K 0.15%
15,726
35
$627K 0.14%
28,386
36
$560K 0.13%
7,289
37
$538K 0.12%
1,146
-110
38
$520K 0.12%
2,132
-10
39
$491K 0.11%
2,881
-391
40
$490K 0.11%
4,457
+2
41
$489K 0.11%
1,397
-6
42
$484K 0.11%
2,308
-634
43
$484K 0.11%
5,917
+234
44
$436K 0.1%
25,362
45
$430K 0.1%
768
-34
46
$409K 0.09%
2,617
+56
47
$408K 0.09%
708
+9
48
$406K 0.09%
1,232
-154
49
$361K 0.08%
3,054
+149
50
$359K 0.08%
1,753
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