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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$41.8M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.22%
2 Technology 2.29%
3 Financials 0.61%
4 Industrials 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.1M 16.41%
+134,671
2
$41.8M 12.91%
+592,946
3
$39.7M 12.28%
+578,400
4
$38.4M 11.88%
+761,441
5
$23.9M 7.38%
+932,972
6
$12.8M 3.94%
+264,176
7
$12.6M 3.91%
+124,037
8
$12.5M 3.86%
+235,021
9
$9.65M 2.98%
+369,600
10
$8.49M 2.62%
+283,333
11
$8.39M 2.59%
+167,694
12
$6.28M 1.94%
+56,023
13
$6.13M 1.89%
+54,110
14
$5.62M 1.74%
+40,014
15
$5.54M 1.71%
+25,898
16
$4.92M 1.52%
+34,732
17
$4.79M 1.48%
+47,040
18
$3.02M 0.93%
+7,008
19
$2.47M 0.76%
+92,979
20
$1.61M 0.5%
+10,266
21
$1.58M 0.49%
+5,612
22
$1.46M 0.45%
+12,733
23
$1.14M 0.35%
+14,523
24
$1.01M 0.31%
+3,680
25
$991K 0.31%
+11,207
1
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