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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$41.8M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.22%
2 Technology 2.29%
3 Financials 0.61%
4 Industrials 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.08%
+1,332
52
$252K 0.08%
+4,812
53
$251K 0.08%
+1,278
54
$246K 0.08%
+1,676
55
$242K 0.07%
+4,305
56
$233K 0.07%
+4,440
57
$214K 0.07%
+1,822
58
$212K 0.07%
+16,168
59
$209K 0.06%
+1,560
60
$206K 0.06%
+1,361
61
$198K 0.06%
+2,218
62
$168K 0.05%
+1,237
63
$166K 0.05%
+1,646
64
$161K 0.05%
+1,479
65
$156K 0.05%
+3,513
66
$156K 0.05%
+712
67
$134K 0.04%
+835
68
$126K 0.04%
+991
69
$123K 0.04%
+553
70
$98K 0.03%
+1,955
71
$87K 0.03%
+17,082
72
$84K 0.03%
+419
73
$83K 0.03%
+1,516
74
$81K 0.03%
+277
75
$80K 0.02%
+597
1 2
3
4 5