WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
1-Year Return
12.21%
This Quarter Return
+11.62%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
–
Cap. Flow
+$254M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
84.08%
Holding
85
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$44.4M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$35.4M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$32.6M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$32.4M |
| 5 |
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% |
