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
$334M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.56M
3
+$1.48M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$577K

Top Sells

1
+$881K
2
+$873K
3
+$780K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$609K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$352K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.69%
3 Consumer Discretionary 0.49%
4 Industrials 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.65K ﹤0.01%
227
-93
102
$7.53K ﹤0.01%
240
103
$7.26K ﹤0.01%
62
104
$6.97K ﹤0.01%
54
105
$6.85K ﹤0.01%
263
106
$5.15K ﹤0.01%
58
107
$3.74K ﹤0.01%
40
108
$2.68K ﹤0.01%
+110
109
$2.54K ﹤0.01%
11
+3
110
$1.97K ﹤0.01%
39
111
$1.35K ﹤0.01%
+42
112
$1.31K ﹤0.01%
+13
113
$1.1K ﹤0.01%
10
114
– –
-394
115
– –
-3,206
116
– –
-7,280
117
– –
-15,241
118
– –
-12,483
119
– –
-172
120
– –
-168
121
– –
-419
122
– –
-52
123
– –
-549
124
– –
-166
125
– –
-84
2 3 4
5
6