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
$353M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$438K
3
+$436K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$286K
2
+$99.3K
3
+$54.1K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$47.4K
5
VV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88.5K 0.03%
2,238
77
$84.9K 0.02%
419
-140
78
$81.5K 0.02%
2,085
79
$80.1K 0.02%
1,461
80
$79.7K 0.02%
566
81
$76.1K 0.02%
1,516
82
$75K 0.02%
309
83
$49.4K 0.01%
284
84
$48.1K 0.01%
1,464
85
$46.5K 0.01%
211
86
$35.8K 0.01%
222
87
$30.2K 0.01%
178
+11
88
$29.4K 0.01%
1,533
89
$29.4K 0.01%
17,082
90
$28.3K 0.01%
116
91
$25.8K 0.01%
348
92
$24.6K 0.01%
1,124
93
$21.8K 0.01%
900
94
$18.8K 0.01%
175
95
$17.7K 0.01%
325
96
$16.1K ﹤0.01%
80
97
$15.8K ﹤0.01%
1,100
98
$13.2K ﹤0.01%
385
99
$11.8K ﹤0.01%
355
-132
100
$7.86K ﹤0.01%
240
1 2 3
4
5