WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+5.97%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(+6.8%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
81.46%
Holding
126
New
8
Increased
23
Reduced
42
Closed
13
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.74M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.56M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$1.48M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.26M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$577K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$881K |
| 2 |
Apple
AAPL
|
$873K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$780K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$609K |
| 5 |
iShares Short 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| – | – |
-690
| Closed | -$51.9K |
|