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
$313M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$733K
3
+$351K
4
MRK icon
Merck
MRK
+$265K
5
MMC icon
Marsh & McLennan
MMC
+$218K

Top Sells

1
+$537K
2
+$444K
3
+$323K
4
FICO icon
Fair Isaac
FICO
+$286K
5
CVX icon
Chevron
CVX
+$241K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.2%
3 Consumer Discretionary 0.5%
4 Financials 0.48%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.08%
667
52
$239K 0.08%
7,280
+4
53
$228K 0.07%
1,822
54
$227K 0.07%
12,313
-1,813
55
$223K 0.07%
837
56
$218K 0.07%
+1,316
57
$214K 0.07%
4,420
+10
58
$208K 0.07%
+1,004
59
$207K 0.07%
1,081
+4
60
$205K 0.07%
16,168
61
$203K 0.07%
2,293
-207
62
$201K 0.06%
+549
63
$175K 0.06%
1,244
+302
64
$172K 0.05%
1,814
+151
65
$165K 0.05%
3,763
+250
66
$158K 0.05%
1,500
+1,000
67
$147K 0.05%
1,900
+1,300
68
$145K 0.05%
+12,483
69
$143K 0.05%
1,621
+56
70
$135K 0.04%
991
71
$132K 0.04%
1,853
72
$129K 0.04%
742
73
$127K 0.04%
1,556
74
$116K 0.04%
834
-24
75
$107K 0.03%
1,234
1 2
3
4 5