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
$313M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$733K
3
+$351K
4
MRK icon
Merck
MRK
+$265K
5
MMC icon
Marsh & McLennan
MMC
+$218K

Top Sells

1
+$537K
2
+$444K
3
+$323K
4
FICO icon
Fair Isaac
FICO
+$286K
5
CVX icon
Chevron
CVX
+$241K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.2%
3 Consumer Discretionary 0.5%
4 Financials 0.48%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.8K 0.01%
1,100
102
$15.2K ﹤0.01%
487
103
$13.9K ﹤0.01%
80
104
$10.1K ﹤0.01%
320
105
$8.36K ﹤0.01%
+84
106
$7.55K ﹤0.01%
300
107
$7.48K ﹤0.01%
62
108
$7.45K ﹤0.01%
240
109
$7.09K ﹤0.01%
54
110
$6.52K ﹤0.01%
263
111
$4.91K ﹤0.01%
58
112
$4.88K ﹤0.01%
168
113
$4.02K ﹤0.01%
172
114
$3.99K ﹤0.01%
52
115
$3.65K ﹤0.01%
40
116
$1.93K ﹤0.01%
39
117
$1.69K ﹤0.01%
8
118
$1.08K ﹤0.01%
10
119
– –
-695
120
– –
-798
121
– –
-789
1 2 3 4
5