WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+4.14%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+11%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
81.4%
Holding
91
New
6
Increased
14
Reduced
33
Closed
6
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$10.9M |
| 2 |
Nurix Therapeutics
NRIX
|
$8.81M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.84M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.41M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.13M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.82% |
| 2 | Technology | 1.94% |
| 3 | Financials | 0.59% |
| 4 | Industrials | 0.57% |
| 5 | Communication Services | 0.52% |
