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
$510M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.56M
3
+$1.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$889K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$858K

Top Sells

1
+$1.28M
2
+$783K
3
+$549K
4
DIS icon
Walt Disney
DIS
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$219K

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
UPS icon
51
United Parcel Service
UPS
$91.1B
$373K 0.07%
4,463
+3
IEI icon
52
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$370K 0.07%
3,099
+45
DHR icon
53
Danaher
DHR
$168B
$344K 0.07%
1,736
PH icon
54
Parker-Hannifin
PH
$118B
$328K 0.06%
433
ORCL icon
55
Oracle
ORCL
$556B
$321K 0.06%
1,142
-55
TMO icon
56
Thermo Fisher Scientific
TMO
$234B
$321K 0.06%
661
+5
CSCO icon
57
Cisco
CSCO
$294B
$301K 0.06%
4,404
-216
IJH icon
58
iShares Core S&P Mid-Cap ETF
IJH
$108B
$297K 0.06%
4,547
-28
XOM icon
59
Exxon Mobil
XOM
$549B
$296K 0.06%
2,629
-288
STEW
60
SRH Total Return Fund
STEW
$1.76B
$294K 0.06%
16,168
GLD icon
61
SPDR Gold Trust
GLD
$159B
$285K 0.06%
803
+56
AVGO icon
62
Broadcom
AVGO
$1.61T
$270K 0.05%
818
-9
VYM icon
63
Vanguard High Dividend Yield ETF
VYM
$71.2B
$270K 0.05%
1,914
SDY icon
64
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$255K 0.05%
1,822
QCOM icon
65
Qualcomm
QCOM
$176B
$248K 0.05%
1,493
TSLA icon
66
Tesla
TSLA
$1.46T
$247K 0.05%
+555
FICO icon
67
Fair Isaac
FICO
$38.3B
$245K 0.05%
164
PLTR icon
68
Palantir
PLTR
$425B
$242K 0.05%
+1,324
JNJ icon
69
Johnson & Johnson
JNJ
$527B
$237K 0.05%
1,279
-149
NEAR icon
70
iShares Short Maturity Bond ETF
NEAR
$3.77B
$230K 0.05%
4,478
+111
ABT icon
71
Abbott
ABT
$217B
$225K 0.04%
1,683
-22
AMD icon
72
Advanced Micro Devices
AMD
$364B
$225K 0.04%
+1,392
GEV icon
73
GE Vernova
GEV
$175B
$214K 0.04%
+348
GE icon
74
GE Aerospace
GE
$336B
$212K 0.04%
+705
HD icon
75
Home Depot
HD
$374B
$211K 0.04%
+520
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