WFA

WestHill Financial Advisors Portfolio holdings

AUM $523M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.5M
3
+$1.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$855K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$849K

Top Sells

1
+$1.24M
2
+$745K
3
+$487K
4
DIS icon
Walt Disney
DIS
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Sector Composition

1 Technology 3.64%
2 Healthcare 0.74%
3 Financials 0.7%
4 Consumer Discretionary 0.47%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.07%
4,463
+3
52
$370K 0.07%
3,099
+45
53
$344K 0.07%
1,736
54
$328K 0.06%
433
55
$321K 0.06%
1,142
-55
56
$321K 0.06%
661
+5
57
$301K 0.06%
4,404
-216
58
$297K 0.06%
4,547
-28
59
$296K 0.06%
2,629
-288
60
$294K 0.06%
16,168
61
$285K 0.06%
803
+56
62
$270K 0.05%
818
-9
63
$270K 0.05%
1,914
64
$255K 0.05%
1,822
65
$248K 0.05%
1,493
66
$247K 0.05%
+555
67
$245K 0.05%
164
68
$242K 0.05%
+1,324
69
$237K 0.05%
1,279
-149
70
$230K 0.05%
4,478
+111
71
$225K 0.04%
1,683
-22
72
$225K 0.04%
+1,392
73
$214K 0.04%
+348
74
$212K 0.04%
+705
75
$211K 0.04%
+520
1 2
3
4