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
$303M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$1.26M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.05M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$534K

Top Sells

1
+$556K
2
+$319K
3
+$294K
4
TSLA icon
Tesla
TSLA
+$283K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$226K

Sector Composition

1 Technology 2.49%
2 Healthcare 2.23%
3 Consumer Discretionary 0.59%
4 Financials 0.57%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7K ﹤0.01%
263
-371
102
$7K ﹤0.01%
90
103
$7K ﹤0.01%
240
104
$7K ﹤0.01%
300
105
$6K ﹤0.01%
54
106
$5K ﹤0.01%
168
-90
107
$5K ﹤0.01%
58
108
$4K ﹤0.01%
172
-54
109
$4K ﹤0.01%
40
110
$2K ﹤0.01%
8
111
$2K ﹤0.01%
10
112
$2K ﹤0.01%
39
113
$1K ﹤0.01%
10
114
$1K ﹤0.01%
9
-7
115
– –
-2,000
116
– –
-1,643
117
– –
-729
118
– –
-212
119
– –
-416
120
– –
-501
121
– –
-789
122
– –
-1,215
1 2 3 4
5