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
$281M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.81M
3
+$1.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$7.68M
2
+$618K
3
+$593K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$201K

Sector Composition

1 Healthcare 3.82%
2 Technology 1.94%
3 Financials 0.59%
4 Industrials 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.07%
3,902
-71
52
$205K 0.07%
1,980
-20
53
$203K 0.07%
16,168
54
$164K 0.06%
1,646
-52
55
$160K 0.06%
1,478
-16
56
$157K 0.06%
712
-22
57
$149K 0.05%
1,440
58
$132K 0.05%
17,082
59
$116K 0.04%
+991
60
$113K 0.04%
710
-210
61
$111K 0.04%
536
-3
62
$109K 0.04%
2,040
-110
63
$83K 0.03%
1,516
64
$78K 0.03%
419
65
$77K 0.03%
597
66
$64K 0.02%
214
-152
67
$47K 0.02%
211
68
$38K 0.01%
1,000
69
$38K 0.01%
+284
70
$35K 0.01%
264
71
$31K 0.01%
222
72
$28K 0.01%
+167
73
$26K 0.01%
116
74
$24K 0.01%
+348
75
$15K 0.01%
80
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3
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