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
$313M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$733K
3
+$351K
4
MRK icon
Merck
MRK
+$265K
5
MMC icon
Marsh & McLennan
MMC
+$218K

Top Sells

1
+$537K
2
+$444K
3
+$323K
4
FICO icon
Fair Isaac
FICO
+$286K
5
CVX icon
Chevron
CVX
+$241K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.2%
3 Consumer Discretionary 0.5%
4 Financials 0.48%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97.4K 0.03%
559
+140
77
$79.7K 0.03%
1,558
+97
78
$75.5K 0.02%
1,516
79
$74.7K 0.02%
2,085
80
$74.1K 0.02%
1,955
81
$69.5K 0.02%
15,241
-5,024
82
$66.3K 0.02%
309
+34
83
$63K 0.02%
2,072
+608
84
$55.7K 0.02%
+394
85
$51.9K 0.02%
+690
86
$44.9K 0.01%
361
87
$43.1K 0.01%
211
88
$34.2K 0.01%
+419
89
$32.2K 0.01%
222
90
$28.3K 0.01%
+166
91
$27.3K 0.01%
17,082
92
$27.3K 0.01%
1,533
93
$27.2K 0.01%
1,344
94
$25.9K 0.01%
348
95
$24.4K 0.01%
116
96
$21.6K 0.01%
167
97
$18.6K 0.01%
175
98
$16.6K 0.01%
525
99
$16.3K 0.01%
325
100
$16K 0.01%
75
+65
1 2 3
4
5