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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$141K 0.04%
1,556
-662
77
$139K 0.04%
942
-296
78
$138K 0.04%
855
79
$136K 0.04%
991
80
$122K 0.04%
1,234
-412
81
$88K 0.03%
1,955
82
$87K 0.03%
419
83
$85K 0.02%
+2,085
84
$82K 0.02%
1,461
85
$78K 0.02%
1,516
86
$74K 0.02%
597
87
$73K 0.02%
287
88
$50K 0.01%
211
89
$49K 0.01%
1,464
90
$46K 0.01%
17,082
91
$45K 0.01%
284
92
$35K 0.01%
222
93
$32K 0.01%
1,344
94
$31K 0.01%
1,608
95
$31K 0.01%
167
96
$29K 0.01%
116
97
$26K 0.01%
348
98
$22K 0.01%
175
99
$19K 0.01%
525
100
$19K 0.01%
+325
2 3
4
5 6