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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.09%
2,285
-2,612
52
$290K 0.08%
2,448
+1
53
$283K 0.08%
789
54
$282K 0.08%
837
55
$271K 0.08%
5,045
+425
56
$269K 0.08%
898
57
$261K 0.08%
4,307
+1
58
$255K 0.07%
7,269
+4
59
$243K 0.07%
1,066
+484
60
$240K 0.07%
16,168
61
$239K 0.07%
1,139
62
$233K 0.07%
1,822
63
$232K 0.07%
+2,810
64
$228K 0.07%
1,335
-26
65
$226K 0.07%
501
+11
66
$224K 0.06%
2,000
-2,000
67
$224K 0.06%
1,643
+352
68
$223K 0.06%
1,215
-100
69
$217K 0.06%
1,560
70
$208K 0.06%
729
-901
71
$195K 0.06%
11,500
-2,600
72
$179K 0.05%
1,662
+130
73
$164K 0.05%
3,513
74
$150K 0.04%
+1,853
75
$146K 0.04%
712
1 2
3
4 5