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
$437M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.66M
3
+$2.27M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$555K

Top Sells

1
+$2.82M
2
+$2.18M
3
+$651K
4
AAPL icon
Apple
AAPL
+$486K
5
TSLA icon
Tesla
TSLA
+$282K

Sector Composition

1 Technology 3.56%
2 Healthcare 1.06%
3 Financials 0.78%
4 Consumer Staples 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,607
77
– –
-12,100
78
– –
-529
79
– –
-359
80
– –
-698
81
– –
-5,248
1 2 3
4