WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+6.12%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(+8.2%)
Cap. Flow
+$9.11M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
80.69%
Holding
76
New
6
Increased
38
Reduced
17
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$1.81M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.64M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.12M |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$1.03M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.01M |
Top Sells
| 1 |
Nurix Therapeutics
NRIX
|
$1.01M |
| 2 |
Pfizer
PFE
|
$300K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$216K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$201K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Pfizer
PFE
$142B
| – | – |
-10,711
| Closed | -$300K |
|