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
$343M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.31M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Top Sells

1
+$3.01M
2
+$1.42M
3
+$202K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$121K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$108K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.57%
3 Consumer Discretionary 0.59%
4 Financials 0.59%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.6K ﹤0.01%
80
102
$15.5K ﹤0.01%
1,100
103
$12.7K ﹤0.01%
385
104
$11.4K ﹤0.01%
355
105
$7.64K ﹤0.01%
240
106
$7.32K ﹤0.01%
227
107
$6.9K ﹤0.01%
263
108
$6.67K ﹤0.01%
62
109
$6.6K ﹤0.01%
54
110
$5.24K ﹤0.01%
58
111
$4.66K ﹤0.01%
+79
112
$3.57K ﹤0.01%
40
113
$2.78K ﹤0.01%
10
114
$2.71K ﹤0.01%
11
115
$2.63K ﹤0.01%
110
116
$1.1K ﹤0.01%
10
117
– –
-1,300
118
– –
-987
119
– –
-1,000
120
– –
-1,516
1 2 3 4
5