WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
-4.12%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(-3%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
80.99%
Holding
120
New
10
Increased
41
Reduced
22
Closed
4
Top Buys
| 1 |
Vanguard Russell 1000 Value ETF
VONV
|
$1.33M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.31M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.29M |
| 4 |
Apple
AAPL
|
$496K |
| 5 |
JPMorgan Chase
JPM
|
$445K |
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$3.01M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.42M |
| 3 |
Union Pacific
UNP
|
$202K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$121K |
| 5 |
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% |
