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
$407M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.6M
3
+$1.57M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$742K

Top Sells

1
+$1.67M
2
+$1.52M
3
+$717K
4
AMZN icon
Amazon
AMZN
+$461K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 3.08%
2 Healthcare 1.81%
3 Financials 0.72%
4 Consumer Discretionary 0.56%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.2K 0.01%
17,082
77
– –
-1,360
78
– –
-1,946
79
– –
-955
1 2 3
4