WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+8.51%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$471M
AUM Growth
+$471M
(+7.9%)
Cap. Flow
-$351K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
82.17%
Holding
75
New
2
Increased
29
Reduced
22
Closed
3
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$353K |
| 2 |
Oracle
ORCL
|
$262K |
| 3 |
Fidelity Total Bond ETF
FBND
|
$230K |
| 4 |
Broadcom
AVGO
|
$228K |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$226K |
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$929K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$387K |
| 3 |
UnitedHealth
UNH
|
$254K |
| 4 |
Advanced Micro Devices
AMD
|
$232K |
| 5 |
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% |
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