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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
634
102
$17K ﹤0.01%
487
103
$17K ﹤0.01%
602
-91
104
$17K ﹤0.01%
80
105
$13K ﹤0.01%
416
-542
106
$12K ﹤0.01%
320
107
$8K ﹤0.01%
62
108
$8K ﹤0.01%
258
109
$8K ﹤0.01%
90
-24
110
$8K ﹤0.01%
240
111
$8K ﹤0.01%
300
112
$7K ﹤0.01%
54
-10
113
$6K ﹤0.01%
226
114
$6K ﹤0.01%
58
115
$5K ﹤0.01%
212
116
$4K ﹤0.01%
40
117
$3K ﹤0.01%
39
118
$3K ﹤0.01%
16
119
$3K ﹤0.01%
10
120
$2K ﹤0.01%
8
+3
121
$1K ﹤0.01%
10
122
– –
-4,051
123
– –
-78
124
– –
-1,805
125
– –
-36
2 3 4
5
6