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

Top Buys

1
+$1.18M
2
+$391K
3
+$327K
4
FICO icon
Fair Isaac
FICO
+$223K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$1.24M
2
+$474K
3
+$466K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K
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
– –
-6,779
77
– –
-4,410
78
– –
-10,537
1 2 3
4