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
$334M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.56M
3
+$1.48M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$577K

Top Sells

1
+$881K
2
+$873K
3
+$780K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$609K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$352K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.69%
3 Consumer Discretionary 0.49%
4 Industrials 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.4M 17.78%
158,082
+4,138
2
$46.8M 14%
744,347
+27,612
3
$43.1M 12.89%
953,805
-17,278
4
$42.9M 12.83%
642,116
+6,258
5
$24.6M 7.35%
534,251
+32,147
6
$22.3M 6.68%
885,138
+49,864
7
$10.1M 3.02%
451,996
+25,412
8
$9.4M 2.81%
232,771
+14,280
9
$6.91M 2.07%
41,931
-5,297
10
$6.78M 2.03%
74,437
+825
11
$6.48M 1.94%
61,054
+191
12
$6.04M 1.81%
60,860
-6,136
13
$5.8M 1.74%
35,145
+489
14
$5.53M 1.65%
45,853
-150
15
$4.76M 1.43%
57,382
+3,713
16
$2.78M 0.83%
6,766
-474
17
$2.52M 0.75%
283,333
18
$2.37M 0.71%
92,979
19
$1.85M 0.55%
6,405
-298
20
$1.73M 0.52%
11,352
-165
21
$1.28M 0.38%
12,798
-252
22
$1.09M 0.33%
10,532
23
$1.07M 0.32%
15,281
-374
24
$1.01M 0.3%
6,172
-88
25
$985K 0.29%
4,029
-171
1
2 3 4 5