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
$293M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.54M
3
+$1.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$580K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$472K

Top Sells

1
+$266K
2
+$259K
3
+$241K
4
WABC icon
Westamerica Bancorp
WABC
+$240K
5
UNP icon
Union Pacific
UNP
+$231K

Sector Composition

1 Technology 2.43%
2 Healthcare 2.26%
3 Consumer Discretionary 0.67%
4 Energy 0.48%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.08%
2,617
-140
52
$220K 0.08%
798
-101
53
$218K 0.07%
7,276
+3
54
$217K 0.07%
14,126
55
$215K 0.07%
837
56
$209K 0.07%
+789
57
$203K 0.07%
1,822
58
$193K 0.07%
4,410
-640
59
$193K 0.07%
1,077
+5
60
$176K 0.06%
16,168
61
$150K 0.05%
1,565
+5
62
$145K 0.05%
1,663
63
$137K 0.05%
3,513
64
$125K 0.04%
1,853
65
$122K 0.04%
742
+45
66
$120K 0.04%
991
67
$116K 0.04%
1,556
68
$116K 0.04%
942
69
$111K 0.04%
858
70
$100K 0.03%
1,234
71
$88K 0.03%
+20,265
72
$75K 0.03%
1,516
73
$70K 0.02%
2,085
74
$69K 0.02%
419
75
$68K 0.02%
1,461
1 2
3
4 5