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
$446M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.64M
3
+$1.12M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.03M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M

Top Sells

1
+$1.01M
2
+$300K
3
+$216K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.3K

Sector Composition

1 Technology 4.07%
2 Healthcare 1.8%
3 Financials 0.68%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,711
1 2 3
4