WFA
WestHill Financial Advisors Portfolio holdings
AUM
$510M
1-Year Est. Return
12.51%
1 Year Est. Return
+12.51%
AUM
$510M
AUM Growth
+$38.8M
(+8.2%)
Holding
79
Top Buys
| 1 | +$2.8M | |
| 2 | +$2.56M | |
| 3 | +$1.96M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$889K |
| 5 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$858K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$783K | |
| 3 | +$549K | |
| 4 |
Walt Disney
DIS
|
+$264K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$219K |
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 | |
|---|---|---|---|---|---|---|
76
Dimensional US Targeted Value ETF
DFAT
$12B
| $204K | 0.04% |
+3,513
|
|
||
77
Invesco California Value Municipal Income Trust
VCV
$517M
| $126K | 0.02% |
11,925
|
|
||
78
CytomX Therapeutics
CTMX
$725M
| $54.5K | 0.01% |
17,082
|
|
||
|
79
Walt Disney
DIS
$187B
| – | – |
-2,133
|
|