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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$35.4M
3
+$32.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.35%
2 Healthcare 0.73%
3 Industrials 0.6%
4 Communication Services 0.54%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$180K 0.07%
+16,168
52
$175K 0.07%
+2,000
53
$154K 0.06%
+1,452
54
$144K 0.06%
+734
55
$142K 0.06%
+1,698
56
$137K 0.05%
+1,494
57
$126K 0.05%
+1,440
58
$121K 0.05%
+920
59
$112K 0.04%
+17,082
60
$111K 0.04%
+2,150
61
$105K 0.04%
+366
62
$105K 0.04%
+539
63
$89K 0.04%
+2,033
64
$85K 0.03%
+1,600
65
$84K 0.03%
+1,516
66
$74K 0.03%
+419
67
$73K 0.03%
+597
68
$44K 0.02%
+211
69
$39K 0.02%
+1,000
70
$31K 0.01%
+264
71
$28K 0.01%
+222
72
– –
0
73
$25K 0.01%
+116
74
$14K 0.01%
+80
75
$11K ﹤0.01%
+164
1 2
3
4