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
$412M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$388K
3
+$326K
4
UNH icon
UnitedHealth
UNH
+$213K
5
FICO icon
Fair Isaac
FICO
+$194K

Top Sells

1
+$1.16M
2
+$448K
3
+$445K
4
AAPL icon
Apple
AAPL
+$420K
5
NKE icon
Nike
NKE
+$414K

Sector Composition

1 Technology 3.67%
2 Healthcare 2.11%
3 Financials 0.64%
4 Consumer Discretionary 0.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,410
77
– –
-10,537
78
– –
-884
1 2 3
4