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
$407M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.6M
3
+$1.57M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$742K

Top Sells

1
+$1.67M
2
+$1.52M
3
+$717K
4
AMZN icon
Amazon
AMZN
+$461K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 3.08%
2 Healthcare 1.81%
3 Financials 0.72%
4 Consumer Discretionary 0.56%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.08%
699
-1
52
$326K 0.08%
1,253
-5,857
53
$321K 0.08%
11,584
-601
54
$321K 0.08%
+6,522
55
$313K 0.08%
2,703
+43
56
$308K 0.08%
396
-80
57
$305K 0.08%
2,315
+335
58
$299K 0.07%
6,779
+126
59
$294K 0.07%
2,401
-606
60
$292K 0.07%
6,956
-412
61
$283K 0.07%
1,878
-73
62
$281K 0.07%
810
63
$266K 0.07%
4,374
-1
64
$253K 0.06%
+1,493
65
$246K 0.06%
+335
66
$243K 0.06%
16,168
67
$239K 0.06%
1,822
68
$228K 0.06%
595
69
$228K 0.06%
4,206
+58
70
$217K 0.05%
884
-17
71
$211K 0.05%
4,190
72
$210K 0.05%
1,847
-90
73
$202K 0.05%
+4,055
74
$185K 0.05%
10,537
-468
75
$119K 0.03%
11,925
1 2
3
4