WFA

WestHill Financial Advisors Portfolio holdings

AUM $526M
1-Year Est. Return 16.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$450K
3
+$387K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$366K
5
META icon
Meta Platforms (Facebook)
META
+$228K

Top Sells

1
+$792K
2
+$442K
3
+$168K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$157K

Sector Composition

1 Technology 3.28%
2 Healthcare 1.57%
3 Consumer Discretionary 0.65%
4 Financials 0.59%
5 Communication Services 0.43%
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