WFA

WestHill Financial Advisors Portfolio holdings

AUM $510M
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$35.4M
3
+$32.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$20.8M

Top Sells

No sells this quarter

Sector Composition

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
76
$10K ﹤0.01%
+64
77
$10K ﹤0.01%
+110
78
$6K ﹤0.01%
+62
79
$6K ﹤0.01%
+300
80
$3K ﹤0.01%
+40
81
$3K ﹤0.01%
+10
82
$2K ﹤0.01%
+16
83
$1K ﹤0.01%
+10
84
$1K ﹤0.01%
+8
85
$0 ﹤0.01%
+1
1 2 3
4