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
$437M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.66M
3
+$2.27M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$555K

Top Sells

1
+$2.82M
2
+$2.18M
3
+$651K
4
AAPL icon
Apple
AAPL
+$486K
5
TSLA icon
Tesla
TSLA
+$282K

Sector Composition

1 Technology 3.56%
2 Healthcare 1.06%
3 Financials 0.78%
4 Consumer Staples 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.08%
3,020
+42
52
$347K 0.08%
1,262
-24
53
$327K 0.07%
657
54
$302K 0.07%
164
55
$290K 0.07%
1,874
-25
56
$281K 0.06%
4,553
57
$279K 0.06%
16,168
58
$263K 0.06%
433
59
$254K 0.06%
485
+12
60
$247K 0.06%
1,822
61
$247K 0.06%
+1,914
62
$245K 0.06%
4,200
+3
63
$243K 0.06%
1,463
-250
64
$232K 0.05%
2,255
-50
65
$229K 0.05%
1,493
66
$226K 0.05%
1,705
-181
67
$226K 0.05%
1,925
68
$222K 0.05%
4,367
-10
69
$215K 0.05%
2,183
+24
70
$211K 0.05%
+733
71
$127K 0.03%
11,925
72
$26.1K 0.01%
+21,727
73
$10.9K ﹤0.01%
17,082
74
– –
-1,239
75
– –
-723
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