WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
-13.61%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(-13%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
80.28%
Holding
122
New
1
Increased
28
Reduced
24
Closed
8
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.54M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.52M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.26M |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
$1.05M |
| 5 |
Amazon
AMZN
|
$1.04M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$556K |
| 2 |
Fidelity Total Bond ETF
FBND
|
$319K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$294K |
| 4 |
Tesla
TSLA
|
$283K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$226K |
Sector Composition
| 1 | Technology | 2.49% |
| 2 | Healthcare | 2.23% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Financials | 0.57% |
| 5 | Industrials | 0.5% |
