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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.43M
3
+$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1
+$1.91M
2
+$15.7K
3
+$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$175K 0.05%
1,532
+53
77
$173K 0.05%
1,646
78
$167K 0.05%
3,513
79
$158K 0.04%
712
80
$142K 0.04%
855
+20
81
$140K 0.04%
582
+29
82
$140K 0.04%
991
83
$96K 0.03%
1,955
84
$93K 0.03%
419
85
$88K 0.02%
+1,461
86
$84K 0.02%
287
+10
87
$82K 0.02%
1,516
88
$80K 0.02%
597
89
$74K 0.02%
17,082
90
$54K 0.02%
211
91
$49K 0.01%
284
92
$48K 0.01%
+1,464
93
$43K 0.01%
1,382
94
$35K 0.01%
222
95
$34K 0.01%
1,344
96
$34K 0.01%
167
97
$31K 0.01%
1,608
98
$31K 0.01%
116
99
$30K 0.01%
958
100
$27K 0.01%
348
2 3
4
5 6