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
$334M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.56M
3
+$1.48M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$577K

Top Sells

1
+$881K
2
+$873K
3
+$780K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$609K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$352K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.69%
3 Consumer Discretionary 0.49%
4 Industrials 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.07%
2,450
-199
52
$239K 0.07%
837
53
$237K 0.07%
12,313
54
$229K 0.07%
2,332
-8,990
55
$227K 0.07%
2,134
-250
56
$225K 0.07%
1,822
57
$221K 0.07%
4,425
+5
58
$221K 0.07%
1,083
+2
59
$219K 0.07%
1,316
60
$217K 0.07%
+6,650
61
$211K 0.06%
+4,259
62
$202K 0.06%
1,004
63
$199K 0.06%
16,168
64
$175K 0.05%
1,815
+1
65
$166K 0.05%
1,600
-21
66
$164K 0.05%
1,500
67
$156K 0.05%
3,513
-250
68
$152K 0.05%
1,900
69
$141K 0.04%
1,853
70
$136K 0.04%
987
-257
71
$129K 0.04%
1,524
-32
72
$128K 0.04%
991
73
$121K 0.04%
677
-65
74
$110K 0.03%
1,234
75
$104K 0.03%
559
1 2
3
4 5