WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+5.26%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(+5.7%)
Cap. Flow
+$2.48M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
81.57%
Holding
114
New
1
Increased
26
Reduced
29
Closed
4
Top Buys
| 1 |
Vanguard Russell 1000 Value ETF
VONV
|
$505K |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$438K |
| 3 |
Fidelity Total Bond ETF
FBND
|
$436K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$340K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$259K |
Top Sells
| 1 |
Apple
AAPL
|
$286K |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$99.3K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$54.1K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$47.4K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$28.4K |
Sector Composition
| 1 | Technology | 3.04% |
| 2 | Healthcare | 1.71% |
| 3 | Consumer Discretionary | 0.53% |
| 4 | Financials | 0.42% |
| 5 | Energy | 0.4% |
