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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.43M
3
+$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1
+$1.91M
2
+$15.7K
3
+$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
175
102
$21K 0.01%
693
103
$20K 0.01%
634
104
$20K 0.01%
525
105
$18K 0.01%
487
106
$18K 0.01%
80
107
$13K ﹤0.01%
320
108
$10K ﹤0.01%
114
109
$10K ﹤0.01%
64
110
$8K ﹤0.01%
62
111
$8K ﹤0.01%
258
112
$8K ﹤0.01%
240
113
$8K ﹤0.01%
300
114
$6K ﹤0.01%
226
115
$6K ﹤0.01%
58
116
$6K ﹤0.01%
212
117
$4K ﹤0.01%
40
118
$4K ﹤0.01%
214
+160
119
$4K ﹤0.01%
78
120
$3K ﹤0.01%
39
121
$3K ﹤0.01%
16
122
$3K ﹤0.01%
10
123
$2K ﹤0.01%
36
124
$2K ﹤0.01%
5
125
$1K ﹤0.01%
47
2 3 4
5
6