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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-47
127
– –
-3,231
128
– –
-4,812
129
– –
-1,917
130
– –
-1,492
131
– –
-214
132
– –
-946,150
133
– –
-1,382
134
– –
-266,850
2 3 4 5
6