WFA
WestHill Financial Advisors Portfolio holdings
AUM
$523M
1-Year Est. Return
15.95%
This Fund
S&P 500
1 Year Est. Return
+15.95%
AUM
$523M
AUM Growth
-$3.49M
(-0.66%)
Holding
84
Top Buys
| 1 | +$3.4M | |
| 2 | +$2.63M | |
| 3 | +$2.4M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.53M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$947K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$277K | |
| 3 | +$252K | |
| 4 |
Apple
AAPL
|
+$251K |
| 5 |
iShares Gold Trust
IAU
|
+$247K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Healthcare | 0.95% |
| 3 | Financials | 0.82% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Industrials | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CytomX Therapeutics
CTMX
$986M
| $80.3K | 0.02% |
17,082
|
|
||
|
MAZE
77
Maze Therapeutics
MAZE
$1.38B
| – | – |
-5,186
|
|
||
78
Qualcomm
QCOM
$142B
| – | – |
-1,475
|
|
||
79
Palantir
PLTR
$340B
| – | – |
-1,212
|
|
||
80
Oracle
ORCL
$488B
| – | – |
-1,189
|
|
||
|
81
iShares Gold Trust
IAU
$76.8B
| – | – |
-3,044
|
|
||
82
Fair Isaac
FICO
$24.5B
| – | – |
-164
|
|
||
83
American Express
AXP
$226B
| – | – |
-565
|
|
||
84
Abbott
ABT
$176B
| – | – |
-1,653
|
|