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
$303M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$1.26M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.05M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$534K

Top Sells

1
+$556K
2
+$319K
3
+$294K
4
TSLA icon
Tesla
TSLA
+$283K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$226K

Sector Composition

1 Technology 2.49%
2 Healthcare 2.23%
3 Consumer Discretionary 0.59%
4 Financials 0.57%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77K 0.03%
1,516
77
$72K 0.02%
419
78
$70K 0.02%
1,461
79
$68K 0.02%
2,085
80
$62K 0.02%
597
81
$57K 0.02%
275
-12
82
$42K 0.01%
1,464
83
$42K 0.01%
211
84
$36K 0.01%
284
85
$31K 0.01%
17,082
86
$30K 0.01%
222
87
$26K 0.01%
1,344
88
$26K 0.01%
1,533
-75
89
$25K 0.01%
348
90
$24K 0.01%
116
91
$23K 0.01%
167
92
$20K 0.01%
175
93
$17K 0.01%
1,100
-10,400
94
$16K 0.01%
525
95
$16K 0.01%
325
96
$15K 0.01%
487
97
$15K 0.01%
602
98
$14K ﹤0.01%
80
99
$10K ﹤0.01%
320
100
$7K ﹤0.01%
62
1 2 3
4
5