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
$293M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.54M
3
+$1.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$580K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$472K

Top Sells

1
+$266K
2
+$259K
3
+$241K
4
WABC icon
Westamerica Bancorp
WABC
+$240K
5
UNP icon
Union Pacific
UNP
+$231K

Sector Composition

1 Technology 2.43%
2 Healthcare 2.26%
3 Consumer Discretionary 0.67%
4 Energy 0.48%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68K 0.02%
1,955
77
$57K 0.02%
275
78
$51K 0.02%
+500
79
$45K 0.02%
+600
80
$43K 0.01%
361
+77
81
$40K 0.01%
211
82
$38K 0.01%
1,464
83
$29K 0.01%
222
84
$25K 0.01%
17,082
85
$25K 0.01%
1,344
86
$24K 0.01%
1,533
87
$24K 0.01%
167
88
$23K 0.01%
116
89
$23K 0.01%
348
90
$18K 0.01%
175
91
$17K 0.01%
1,100
92
$15K 0.01%
525
93
$14K ﹤0.01%
325
94
$13K ﹤0.01%
487
95
$13K ﹤0.01%
80
96
$9K ﹤0.01%
320
97
$7K ﹤0.01%
62
98
$7K ﹤0.01%
240
99
$7K ﹤0.01%
300
100
$6K ﹤0.01%
263
1 2 3
4
5