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
$313M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$733K
3
+$351K
4
MRK icon
Merck
MRK
+$265K
5
MMC icon
Marsh & McLennan
MMC
+$218K

Top Sells

1
+$537K
2
+$444K
3
+$323K
4
FICO icon
Fair Isaac
FICO
+$286K
5
CVX icon
Chevron
CVX
+$241K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.2%
3 Consumer Discretionary 0.5%
4 Financials 0.48%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 17.28%
153,944
+362
2
$42.3M 13.53%
635,858
-3,600
3
$40.8M 13.02%
971,083
-10,590
4
$39.5M 12.62%
716,735
+6,368
5
$22.6M 7.22%
502,104
-2,195
6
$20.6M 6.57%
835,274
-13,140
7
$9.19M 2.94%
426,584
-62
8
$8.52M 2.72%
218,491
+335
9
$6.61M 2.11%
66,996
-5,443
10
$6.41M 2.05%
60,863
-49
11
$6.15M 1.97%
73,612
+128
12
$6.14M 1.96%
47,228
+10,314
13
$5.6M 1.79%
46,003
-182
14
$5.4M 1.72%
34,656
-32
15
$4.43M 1.41%
53,669
-66
16
$3.11M 0.99%
283,333
17
$2.78M 0.89%
7,240
+181
18
$2.26M 0.72%
92,979
19
$1.75M 0.56%
11,517
+301
20
$1.61M 0.51%
6,703
+187
21
$1.27M 0.4%
13,050
-23
22
$1.12M 0.36%
6,260
-1,343
23
$1.06M 0.34%
15,655
-133
24
$903K 0.29%
12,836
-143
25
$900K 0.29%
4,200
1
2 3 4 5