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
$281M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.81M
3
+$1.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$7.68M
2
+$618K
3
+$593K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$201K

Sector Composition

1 Healthcare 3.82%
2 Technology 1.94%
3 Financials 0.59%
4 Industrials 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K ﹤0.01%
164
77
$10K ﹤0.01%
64
78
$7K ﹤0.01%
62
79
$7K ﹤0.01%
300
80
$6K ﹤0.01%
58
-52
81
$4K ﹤0.01%
40
82
$3K ﹤0.01%
16
83
$3K ﹤0.01%
10
84
$1K ﹤0.01%
10
85
– –
-1,600
86
– –
-2,185
87
$0 ﹤0.01%
1
88
– –
-1,452
89
– –
-2,033
90
– –
-8
91
– –
0
1 2 3
4