WFA

WestHill Financial Advisors Portfolio holdings

AUM $523M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.5M
3
+$1.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$855K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$849K

Top Sells

1
+$1.24M
2
+$745K
3
+$487K
4
DIS icon
Walt Disney
DIS
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Sector Composition

1 Technology 3.64%
2 Healthcare 0.74%
3 Financials 0.7%
4 Consumer Discretionary 0.47%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.28%
12,000
-16
27
$1.24M 0.24%
1,342
28
$1.15M 0.22%
42,701
+3,145
29
$1.07M 0.21%
14,702
-15
30
$1.01M 0.2%
3,218
+2
31
$1.01M 0.2%
2,002
32
$944K 0.19%
3,828
-84
33
$826K 0.16%
5,318
-18
34
$804K 0.16%
3,300
-341
35
$750K 0.15%
28,492
-963
36
$703K 0.14%
15,726
37
$689K 0.14%
1,148
38
$632K 0.12%
7,289
39
$588K 0.12%
1,232
40
$523K 0.1%
5,606
-235
41
$518K 0.1%
706
-4
42
$516K 0.1%
774
+8
43
$513K 0.1%
1,502
-16
44
$497K 0.1%
2,147
-79
45
$430K 0.08%
2,132
46
$427K 0.08%
2,781
-96
47
$417K 0.08%
1,270
+6
48
$387K 0.08%
1,592
-263
49
$381K 0.07%
25,258
50
$378K 0.07%
1,931
+6
1
2
3 4