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
$446M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.64M
3
+$1.12M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.03M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M

Top Sells

1
+$1.01M
2
+$300K
3
+$216K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.3K

Sector Composition

1 Technology 4.07%
2 Healthcare 1.8%
3 Financials 0.68%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382K 0.09%
2,331
52
$368K 0.08%
1,299
+46
53
$363K 0.08%
2,242
+31
54
$357K 0.08%
3,045
+11
55
$327K 0.07%
2,735
+32
56
$327K 0.07%
369
-20
57
$323K 0.07%
166
+16
58
$315K 0.07%
1,899
+43
59
$284K 0.06%
485
+51
60
$274K 0.06%
+433
61
$261K 0.06%
4,192
-150
62
$259K 0.06%
1,822
63
$255K 0.06%
16,168
64
$254K 0.06%
1,493
65
$245K 0.06%
2,160
+76
66
$242K 0.05%
597
+1
67
$231K 0.05%
5,148
-1,304
68
$228K 0.05%
+1,925
69
$222K 0.05%
4,178
-185
70
$219K 0.05%
4,279
+89
71
$211K 0.05%
+1,239
72
$201K 0.05%
+2,272
73
$130K 0.03%
11,925
74
$51.8K 0.01%
+12,100
75
$20.2K ﹤0.01%
17,082
1 2
3
4