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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.43M
3 +$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1 +$1.91M
2 +$15.7K
3 +$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
10
127
-10