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
$347M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.1M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M

Top Sells

1
+$24.1M
2
+$12.6M
3
+$2.46M
4
CVX icon
Chevron
CVX
+$427K
5
IBM icon
IBM
IBM
+$340K

Sector Composition

1 Technology 2.8%
2 Healthcare 2.1%
3 Consumer Discretionary 0.67%
4 Financials 0.64%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.3M 17.39%
145,246
+7,290
2
$46.7M 13.47%
654,484
+48,908
3
$44.9M 12.96%
617,203
+21,487
4
$41.9M 12.1%
873,135
+74,418
5
$24.9M 7.19%
500,533
+262,876
6
$22.7M 6.55%
+852,452
7
$9.92M 2.86%
414,508
+29,578
8
$8.94M 2.58%
193,810
+17,285
9
$8.09M 2.33%
80,732
-24,546
10
$7.02M 2.03%
58,695
+2,996
11
$6.79M 1.96%
67,570
+10,123
12
$6.28M 1.81%
44,504
+3,273
13
$6.25M 1.8%
35,790
+1,068
14
$6.03M 1.74%
32,403
+5,543
15
$5.66M 1.63%
52,190
+3,552
16
$3.97M 1.14%
283,333
17
$3.22M 0.93%
7,090
+1
18
$2.56M 0.74%
92,979
19
$2.02M 0.58%
6,539
-252
20
$1.86M 0.54%
11,220
+798
21
$1.42M 0.41%
8,727
-2,621
22
$1.36M 0.39%
12,718
+123
23
$1.23M 0.35%
15,764
+664
24
$1.18M 0.34%
7,260
+2,580
25
$1.17M 0.34%
4,200
+551
1
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