WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
-0.39%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
–
Cap. Flow
+$324M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.17%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$53.1M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$41.8M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$39.7M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$38.4M |
| 5 |
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% |
