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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.43M
3
+$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1
+$1.91M
2
+$15.7K
3
+$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.08%
4,745
52
$289K 0.08%
2,000
53
$285K 0.08%
4,812
54
$285K 0.08%
1,917
+241
55
$281K 0.08%
+1,139
56
$278K 0.08%
+789
57
$277K 0.08%
1,339
+7
58
$273K 0.08%
+1,492
59
$270K 0.08%
7,265
+3
60
$265K 0.07%
14,100
-375
61
$262K 0.07%
4,620
+180
62
$260K 0.07%
+1,805
63
$249K 0.07%
4,306
+1
64
$248K 0.07%
+1,315
65
$243K 0.07%
1,571
+30
66
$237K 0.07%
1,361
67
$235K 0.07%
1,822
68
$233K 0.07%
+490
69
$230K 0.07%
16,168
70
$228K 0.06%
+4,051
71
$226K 0.06%
1,560
72
$212K 0.06%
2,218
73
$204K 0.06%
+1,291
74
$203K 0.06%
+1,219
75
$182K 0.05%
1,238
+1
1 2
3
4 5