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
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$915K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$368K

Top Sells

1
+$683K
2
+$400K
3
+$275K
4
MRK icon
Merck
MRK
+$245K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$229K

Sector Composition

1 Technology 4.21%
2 Healthcare 1.47%
3 Financials 0.75%
4 Consumer Discretionary 0.55%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.08%
1,899
52
$342K 0.08%
657
-10
53
$336K 0.08%
2,905
+170
54
$327K 0.07%
164
-2
55
$320K 0.07%
2,978
-67
56
$282K 0.06%
+698
57
$278K 0.06%
2,305
-26
58
$277K 0.06%
359
-10
59
$275K 0.06%
433
60
$270K 0.06%
4,553
+375
61
$265K 0.06%
1,925
62
$261K 0.06%
4,197
+5
63
$259K 0.06%
16,168
64
$248K 0.06%
1,713
-529
65
$241K 0.05%
1,822
66
$240K 0.05%
+2,159
67
$239K 0.05%
473
-12
68
$229K 0.05%
1,493
69
$221K 0.05%
4,377
+98
70
$215K 0.05%
+723
71
$213K 0.05%
+1,886
72
$210K 0.05%
5,248
+100
73
$206K 0.05%
1,239
74
$206K 0.05%
529
-68
75
$201K 0.05%
+3,607
1 2
3
4