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
$281M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.81M
3
+$1.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$7.68M
2
+$618K
3
+$593K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$201K

Sector Composition

1 Healthcare 3.82%
2 Technology 1.94%
3 Financials 0.59%
4 Industrials 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.2M 17.12%
132,291
+3,102
2
$36.8M 13.08%
554,138
+9,736
3
$36.3M 12.9%
580,916
+9,740
4
$34.9M 12.38%
709,715
+22,453
5
$22.6M 8.02%
880,012
+71,892
6
$11.6M 4.13%
241,127
-159,271
7
$11.5M 4.1%
113,107
+13,809
8
$10.9M 3.87%
+208,014
9
$8.81M 3.13%
+283,333
10
$7.5M 2.66%
144,077
-833
11
$5.67M 2.01%
51,885
-1,691
12
$5.35M 1.9%
52,416
-3,144
13
$5.2M 1.85%
37,217
-4,244
14
$4.85M 1.72%
22,169
-2,825
15
$4.4M 1.56%
47,878
+3,385
16
$3.85M 1.37%
31,562
+45
17
$2.71M 0.96%
6,823
-36
18
$1.56M 0.56%
10,318
-1,325
19
$1.41M 0.5%
12,352
+640
20
$1.17M 0.41%
15,753
-10
21
$1.06M 0.38%
4,477
-21
22
$1.02M 0.36%
11,402
-1,444
23
$955K 0.34%
3,928
24
$922K 0.33%
8,795
-661
25
$740K 0.26%
4,351
+1
1
2 3 4