WFA
WestHill Financial Advisors Portfolio holdings
AUM
$471M
This Quarter Return
+6.51%
1 Year Return
+12.21%
3 Year Return
+45.56%
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+6.7%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
80.07%
Holding
121
New
11
Increased
39
Reduced
22
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$1.34M |
| 2 |
Advanced Micro Devices
AMD
|
$733K |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$351K |
| 4 |
Merck
MRK
|
$265K |
| 5 |
Marsh & McLennan
MMC
|
$218K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$537K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$444K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$323K |
| 4 |
Fair Isaac
FICO
|
$286K |
| 5 |
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% |
