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
$334M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.56M
3
+$1.48M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$577K

Top Sells

1
+$881K
2
+$873K
3
+$780K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$609K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$352K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.69%
3 Consumer Discretionary 0.49%
4 Industrials 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88.3K 0.03%
2,238
+283
77
$77.5K 0.02%
566
-268
78
$77K 0.02%
1,461
-97
79
$76.6K 0.02%
1,516
80
$76.4K 0.02%
2,085
81
$70.1K 0.02%
309
82
$47.2K 0.01%
1,464
-608
83
$44.6K 0.01%
211
84
$42.9K 0.01%
284
-77
85
$33.7K 0.01%
222
86
$28.1K 0.01%
1,533
87
$26.1K 0.01%
116
88
$26K 0.01%
348
89
$25.8K 0.01%
17,082
90
$25K 0.01%
167
91
$23.6K 0.01%
1,124
-220
92
$21.9K 0.01%
900
+600
93
$20K 0.01%
+3,304
94
$19.3K 0.01%
175
95
$17.4K 0.01%
325
96
$16.1K ﹤0.01%
487
97
$16K ﹤0.01%
1,100
98
$14.9K ﹤0.01%
80
99
$12.7K ﹤0.01%
385
-140
100
$10.5K ﹤0.01%
42
-33
2 3
4
5 6