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
$412M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$391K
3
+$327K
4
FICO icon
Fair Isaac
FICO
+$223K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$1.24M
2
+$474K
3
+$466K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K
5
NKE icon
Nike
NKE
+$414K

Sector Composition

1 Technology 3.67%
2 Healthcare 2.11%
3 Financials 0.64%
4 Consumer Discretionary 0.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.08%
679
-20
52
$338K 0.08%
1,856
-22
53
$335K 0.08%
1,253
54
$323K 0.08%
2,211
-465
55
$312K 0.08%
2,703
56
$300K 0.07%
10,711
-873
57
$297K 0.07%
1,493
58
$285K 0.07%
335
59
$266K 0.06%
6,452
-504
60
$258K 0.06%
2,084
-231
61
$254K 0.06%
4,342
-32
62
$235K 0.06%
16,168
63
$232K 0.06%
1,822
64
$223K 0.05%
+150
65
$221K 0.05%
+434
66
$211K 0.05%
4,190
67
$207K 0.05%
4,363
+308
68
$205K 0.05%
596
+1
69
$124K 0.03%
11,925
70
$20.8K 0.01%
17,082
71
– –
-884
72
– –
-1,847
73
– –
-4,206
74
– –
-6,522
75
– –
-2,401
1 2
3
4