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
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$915K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$368K

Top Sells

1
+$683K
2
+$400K
3
+$275K
4
MRK icon
Merck
MRK
+$245K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$229K

Sector Composition

1 Technology 4.21%
2 Healthcare 1.47%
3 Financials 0.75%
4 Consumer Discretionary 0.55%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$130K 0.03%
11,925
77
$45.6K 0.01%
12,100
78
$17.6K ﹤0.01%
17,082
79
– –
-2,160
80
– –
-2,272
1 2 3
4