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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$41.8M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.22%
2 Technology 2.29%
3 Financials 0.61%
4 Industrials 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
+212
102
$4K ﹤0.01%
+40
103
$4K ﹤0.01%
+78
104
$3K ﹤0.01%
+16
105
$3K ﹤0.01%
+10
106
$2K ﹤0.01%
+36
107
$2K ﹤0.01%
+39
108
$1K ﹤0.01%
+54
109
$1K ﹤0.01%
+5
110
$1K ﹤0.01%
+47
111
$1K ﹤0.01%
+10
112
$0 ﹤0.01%
+10
1 2 3 4
5