WFA

WestHill Financial Advisors Portfolio holdings

AUM $526M
1-Year Est. Return 16.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$262K
3
+$230K
4
AVGO icon
Broadcom
AVGO
+$228K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$226K

Top Sells

1
+$929K
2
+$387K
3
+$254K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$152K

Sector Composition

1 Technology 3.45%
2 Healthcare 0.87%
3 Financials 0.74%
4 Consumer Discretionary 0.42%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.27%
3,004
-9
27
$1.27M 0.27%
14,529
+556
28
$1.17M 0.25%
3,912
-7
29
$1.05M 0.22%
39,556
+808
30
$986K 0.21%
14,717
31
$973K 0.21%
2,002
+50
32
$932K 0.2%
3,216
+31
33
$764K 0.16%
5,336
+24
34
$720K 0.15%
29,455
+1,069
35
$665K 0.14%
15,726
36
$646K 0.14%
3,641
+1,024
37
$634K 0.13%
1,148
+2
38
$568K 0.12%
7,289
39
$539K 0.11%
1,518
+121
40
$524K 0.11%
710
+2
41
$522K 0.11%
5,841
-76
42
$478K 0.1%
1,232
43
$473K 0.1%
766
-2
44
$466K 0.1%
2,132
45
$458K 0.1%
2,877
-4
46
$450K 0.1%
4,460
+3
47
$413K 0.09%
2,226
-82
48
$384K 0.08%
1,264
+2
49
$373K 0.08%
1,925
50
$364K 0.08%
3,054
1
2
3