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
$353M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$438K
3
+$436K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$286K
2
+$99.3K
3
+$54.1K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$47.4K
5
VV icon
Vanguard Large-Cap ETF
VV
+$28.4K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.71%
3 Consumer Discretionary 0.53%
4 Financials 0.42%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.67K ﹤0.01%
227
102
$7.04K ﹤0.01%
263
103
$7.03K ﹤0.01%
62
104
$6.86K ﹤0.01%
54
105
$5.42K ﹤0.01%
58
106
$3.8K ﹤0.01%
40
107
$2.89K ﹤0.01%
10
-32
108
$2.79K ﹤0.01%
11
109
$2.64K ﹤0.01%
110
110
$1.15K ﹤0.01%
10
111
– –
-39
112
– –
-42
113
– –
-13
114
– –
-3,304
1 2 3 4
5