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
$353M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$438K
3
+$436K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$286K
2
+$99.3K
3
+$54.1K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$47.4K
5
VV icon
Vanguard Large-Cap ETF
VV
+$28.4K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.71%
3 Consumer Discretionary 0.53%
4 Financials 0.42%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.08%
7,289
52
$266K 0.08%
2,332
53
$258K 0.07%
837
54
$239K 0.07%
1,084
+1
55
$236K 0.07%
2,048
-86
56
$233K 0.07%
+497
57
$232K 0.07%
1,233
-83
58
$230K 0.07%
4,400
-25
59
$223K 0.06%
1,822
60
$222K 0.06%
6,651
+1
61
$215K 0.06%
16,168
62
$212K 0.06%
4,259
63
$202K 0.06%
987
-17
64
$195K 0.06%
12,203
-110
65
$192K 0.05%
1,600
66
$179K 0.05%
1,799
-16
67
$163K 0.05%
3,513
68
$150K 0.04%
1,853
69
$135K 0.04%
1,524
70
$134K 0.04%
942
-45
71
$134K 0.04%
1,008
+17
72
$127K 0.04%
677
73
$113K 0.03%
1,234
74
$108K 0.03%
1,000
-500
75
$103K 0.03%
1,300
-600
1 2
3
4 5