WFA

WestHill Financial Advisors Portfolio holdings

AUM $526M
1-Year Est. Return 16.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$262K
3
+$230K
4
AVGO icon
Broadcom
AVGO
+$228K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$226K

Top Sells

1
+$929K
2
+$387K
3
+$254K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$152K

Sector Composition

1 Technology 3.45%
2 Healthcare 0.87%
3 Financials 0.74%
4 Consumer Discretionary 0.42%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.07%
25,258
-104
52
$343K 0.07%
1,736
-17
53
$327K 0.07%
1,855
-19
54
$321K 0.07%
4,620
+67
55
$314K 0.07%
2,917
-103
56
$302K 0.06%
433
57
$300K 0.06%
164
58
$286K 0.06%
16,168
59
$284K 0.06%
4,575
+375
60
$266K 0.06%
656
-1
61
$264K 0.06%
2,133
-50
62
$262K 0.06%
+1,197
63
$255K 0.05%
1,914
64
$247K 0.05%
1,822
65
$238K 0.05%
1,493
66
$232K 0.05%
1,705
67
$228K 0.05%
+827
68
$228K 0.05%
747
+14
69
$223K 0.05%
4,367
70
$218K 0.05%
1,428
-35
71
$124K 0.03%
11,925
72
$38.8K 0.01%
17,082
73
– –
-2,255
74
– –
-21,727
75
– –
-485
1 2
3