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
$343M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.31M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Top Sells

1
+$3.01M
2
+$1.42M
3
+$202K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$121K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$108K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.57%
3 Consumer Discretionary 0.59%
4 Financials 0.59%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.07%
478
-19
52
$251K 0.07%
3,099
53
$248K 0.07%
+5,710
54
$243K 0.07%
4,194
+33
55
$240K 0.07%
2,331
-1
56
$236K 0.07%
6,652
+1
57
$234K 0.07%
7,208
-332
58
$232K 0.07%
1,091
+7
59
$229K 0.07%
2,362
-88
60
$227K 0.07%
1,191
-42
61
$218K 0.06%
4,365
-35
62
$215K 0.06%
1,646
+46
63
$211K 0.06%
2,048
64
$210K 0.06%
16,168
65
$210K 0.06%
1,822
66
$209K 0.06%
4,190
-69
67
$182K 0.05%
12,115
-88
68
$168K 0.05%
1,784
-15
69
$161K 0.05%
3,513
70
$143K 0.04%
1,853
71
$139K 0.04%
1,648
+124
72
$130K 0.04%
942
73
$130K 0.04%
+10,450
74
$128K 0.04%
722
+45
75
$128K 0.04%
991
-17
1 2
3
4 5