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
$303M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$1.26M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.05M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$534K

Top Sells

1
+$556K
2
+$319K
3
+$294K
4
TSLA icon
Tesla
TSLA
+$283K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$226K

Sector Composition

1 Technology 2.49%
2 Healthcare 2.23%
3 Consumer Discretionary 0.59%
4 Financials 0.57%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.08%
2,240
+40
52
$241K 0.08%
6,439
-98
53
$240K 0.08%
4,308
+1
54
$239K 0.08%
1,339
55
$236K 0.08%
2,757
-53
56
$232K 0.08%
837
57
$231K 0.08%
7,273
+4
58
$231K 0.08%
1,084
-9
59
$228K 0.08%
5,050
+5
60
$216K 0.07%
1,822
61
$208K 0.07%
1,139
62
$204K 0.07%
1,316
-19
63
$202K 0.07%
1,072
+6
64
$193K 0.06%
16,168
65
$170K 0.06%
1,560
66
$154K 0.05%
1,663
+1
67
$141K 0.05%
3,513
68
$127K 0.04%
991
69
$126K 0.04%
1,853
70
$124K 0.04%
942
71
$119K 0.04%
1,556
72
$118K 0.04%
697
-15
73
$117K 0.04%
858
+3
74
$105K 0.03%
1,234
75
$78K 0.03%
1,955
1 2
3
4 5