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
$377M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$482K
3
+$413K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$391K
5
BA icon
Boeing
BA
+$249K

Top Sells

1
+$815K
2
+$441K
3
+$168K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$165K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K

Sector Composition

1 Technology 3.28%
2 Healthcare 1.57%
3 Consumer Discretionary 0.65%
4 Financials 0.59%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334K 0.09%
6,653
+1
52
$312K 0.08%
2,660
53
$284K 0.08%
810
-27
54
$283K 0.08%
5,710
55
$278K 0.07%
7,368
+160
56
$277K 0.07%
476
-2
57
$273K 0.07%
1,951
+305
58
$271K 0.07%
3,007
-92
59
$249K 0.07%
+955
60
$248K 0.07%
+700
61
$242K 0.06%
4,375
+10
62
$228K 0.06%
1,822
63
$224K 0.06%
16,168
64
$221K 0.06%
+901
65
$218K 0.06%
1,150
-41
66
$217K 0.06%
+1,946
67
$216K 0.06%
1,980
-68
68
$213K 0.06%
1,937
-425
69
$213K 0.06%
4,148
-46
70
$212K 0.06%
4,190
71
$206K 0.05%
+595
72
$203K 0.05%
1,360
+418
73
$185K 0.05%
11,005
-1,110
74
$117K 0.03%
+11,925
75
$26.5K 0.01%
17,082
1 2
3
4 5