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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$41.8M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.22%
2 Technology 2.29%
3 Financials 0.61%
4 Industrials 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.02%
+211
77
$43K 0.01%
+1,382
78
$42K 0.01%
+284
79
$34K 0.01%
+1,344
80
$32K 0.01%
+222
81
$30K 0.01%
+958
82
$30K 0.01%
+167
83
$29K 0.01%
+1,608
84
$28K 0.01%
+116
85
$24K 0.01%
+348
86
$22K 0.01%
+175
87
$21K 0.01%
+693
88
$20K 0.01%
+634
89
$19K 0.01%
+525
90
$19K 0.01%
+487
91
$16K ﹤0.01%
+80
92
$13K ﹤0.01%
+320
93
$10K ﹤0.01%
+64
94
$9K ﹤0.01%
+114
95
$8K ﹤0.01%
+258
96
$8K ﹤0.01%
+240
97
$7K ﹤0.01%
+62
98
$7K ﹤0.01%
+300
99
$6K ﹤0.01%
+226
100
$6K ﹤0.01%
+58
1 2 3
4
5