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WFA

WestHill Financial Advisors Portfolio holdings

AUM $587M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+11.62%
1 Year Est. Return
+20.13%
3 Year Est. Return
+55.91%
5 Year Est. Return
+50.5%
10 Year Est. Return
–
AUM
$254M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow %
95.16%
Top 10 Hldgs %
84.08%
Holding
85
New
84
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.1M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$33.4M
3
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$30.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$20.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.35%
2 Healthcare 0.73%
3 Industrials 0.6%
4 Communication Services 0.54%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBB icon
76
iShares Biotechnology ETF
IBB
$9.47B
$10K ﹤0.01%
+64
New +$9.15K
IVOG icon
77
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
$10K ﹤0.01%
+110
New +$9.12K
DVY icon
78
iShares Select Dividend ETF
DVY
$23.5B
$6K ﹤0.01%
+62
New +$5.63K
SCHD icon
79
Schwab US Dividend Equity ETF
SCHD
$105B
$6K ﹤0.01%
+300
New +$6.08K
IJS icon
80
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$3K ﹤0.01%
+40
New +$2.91K
VUG icon
81
Vanguard Morningstar Growth ETF
VUG
$230B
$3K ﹤0.01%
+60
New +$2.4K
VBR icon
82
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$2K ﹤0.01%
+16
New +$2.06K
IJT icon
83
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.45B
$1K ﹤0.01%
+10
New +$1.02K
XAR icon
84
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.38B
$1K ﹤0.01%
+8
New +$811
ICF icon
85
iShares Select U.S. REIT ETF
ICF
$2.1B
$0 ﹤0.01%
+1
New +$53
1 2 3
4

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GIM
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WestHill Financial Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for WestHill Financial Advisors, which disclosed 85 positions worth $254M. Its ten largest holdings account for 84% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 129,189 shares worth $44.4M.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, followed by Healthcare and Industrials.

  • WestHill Financial Advisors's largest Q4 2020 buy was Vanguard S&P 500 ETF: 129,189 shares worth $44.4M.
  • WestHill Financial Advisors's ten largest holdings make up 84% of its $254M portfolio in Q4 2020.
  • WestHill Financial Advisors disclosed 85 positions in Q4 2020, its first 13F filing on record.

Based on WestHill Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.