WFA
WestHill Financial Advisors Portfolio holdings
AUM
$526M
1-Year Est. Return
16.25%
This Fund
S&P 500
1 Year Est. Return
+16.25%
AUM
$510M
AUM Growth
+$38.8M
(+8.2%)
Holding
79
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.5M | |
| 3 | +$1.95M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$855K |
| 5 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$849K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$745K | |
| 3 | +$487K | |
| 4 |
Walt Disney
DIS
|
+$264K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$208K |
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Healthcare | 0.74% |
| 3 | Financials | 0.7% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Industrials | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dimensional US Targeted Value ETF
DFAT
$12.5B
| $204K | 0.04% |
+3,513
|
|
||
77
Invesco California Value Municipal Income Trust
VCV
$497M
| $126K | 0.02% |
11,925
|
|
||
78
CytomX Therapeutics
CTMX
$953M
| $54.5K | 0.01% |
17,082
|
|
||
|
79
Walt Disney
DIS
$168B
| – | – |
-2,133
|
|