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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$35.4M
3
+$32.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.35%
2 Healthcare 0.73%
3 Industrials 0.6%
4 Communication Services 0.54%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 17.47%
+129,189
2
$35.4M 13.93%
+571,176
3
$32.6M 12.84%
+544,402
4
$32.4M 12.77%
+687,262
5
$20.8M 8.17%
+808,120
6
$19.7M 7.77%
+400,398
7
$10.1M 3.99%
+99,298
8
$7.26M 2.86%
+144,910
9
$5.7M 2.24%
+55,560
10
$5.21M 2.05%
+24,994
11
$5.2M 2.04%
+53,576
12
$4.79M 1.88%
+41,461
13
$4.18M 1.65%
+31,517
14
$3.78M 1.49%
+44,493
15
$2.58M 1.01%
+6,859
16
$1.59M 0.63%
+11,643
17
$1.38M 0.54%
+11,712
18
$1.08M 0.43%
+15,763
19
$1.02M 0.4%
+12,846
20
$1M 0.39%
+4,498
21
$947K 0.37%
+3,928
22
$799K 0.31%
+9,456
23
$778K 0.31%
+4,780
24
$733K 0.29%
+4,350
25
$714K 0.28%
+9,783
1
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