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
$343M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.31M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Top Sells

1
+$3.01M
2
+$1.42M
3
+$202K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$121K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$108K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.57%
3 Consumer Discretionary 0.59%
4 Financials 0.59%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.03%
1,234
77
$86.5K 0.03%
2,278
+40
78
$82K 0.02%
419
79
$81.7K 0.02%
2,085
80
$76.7K 0.02%
566
81
$76.7K 0.02%
1,461
82
$69.3K 0.02%
309
83
$47.8K 0.01%
1,464
84
$46.6K 0.01%
284
85
$44K 0.01%
211
86
$43.8K 0.01%
1,857
+957
87
$34.1K 0.01%
222
88
$29.3K 0.01%
+1,612
89
$28.6K 0.01%
1,533
90
$27.8K 0.01%
+1,233
91
$27.3K 0.01%
116
92
$26.9K 0.01%
167
-11
93
$26.2K 0.01%
+400
94
$23.9K 0.01%
348
95
$22K 0.01%
17,082
96
$21.9K 0.01%
+300
97
$20.2K 0.01%
+939
98
$18.2K 0.01%
175
99
$16.9K ﹤0.01%
325
100
$15.8K ﹤0.01%
764
-360
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4
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