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
$354M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.43M
3
+$1.28M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$992K
5
IBM icon
IBM
IBM
+$655K

Top Sells

1
+$1.91M
2
+$15.7K
3
+$12.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.47K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$7.05K

Sector Composition

1 Technology 3.07%
2 Healthcare 3.05%
3 Industrials 0.82%
4 Financials 0.72%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.2M 17.02%
137,956
+3,285
2
$47.6M 13.44%
605,576
+12,630
3
$43.9M 12.42%
595,716
+17,316
4
$40.8M 11.53%
798,717
+37,276
5
$24.1M 6.8%
946,150
+13,178
6
$12.6M 3.57%
266,850
+2,674
7
$12.6M 3.56%
237,657
+2,636
8
$10.7M 3.02%
105,278
-18,759
9
$9.94M 2.81%
384,930
+15,330
10
$8.73M 2.47%
176,525
+8,831
11
$8.2M 2.32%
283,333
12
$6.82M 1.93%
55,699
+1,589
13
$6.62M 1.87%
57,447
+1,424
14
$6.17M 1.74%
34,722
-10
15
$5.99M 1.69%
41,231
+1,217
16
$5.73M 1.62%
26,860
+962
17
$5.64M 1.59%
48,638
+1,598
18
$3.38M 0.96%
7,089
+81
19
$2.69M 0.76%
92,979
20
$2.28M 0.65%
6,791
+1,179
21
$1.75M 0.49%
10,422
+156
22
$1.44M 0.41%
12,595
-138
23
$1.33M 0.38%
11,348
+4,341
24
$1.25M 0.35%
15,100
+577
25
$1.11M 0.32%
3,649
-31
1
2 3 4 5