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
$353M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$438K
3
+$436K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$286K
2
+$99.3K
3
+$54.1K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$47.4K
5
VV icon
Vanguard Large-Cap ETF
VV
+$28.4K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.71%
3 Consumer Discretionary 0.53%
4 Financials 0.42%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 18.31%
158,916
+834
2
$52.6M 14.87%
742,943
-1,404
3
$44.9M 12.72%
649,410
+7,294
4
$44.3M 12.54%
959,421
+5,616
5
$24.7M 6.99%
543,842
+9,591
6
$22.2M 6.29%
902,910
+17,772
7
$10.2M 2.89%
463,174
+11,178
8
$9.51M 2.69%
233,824
+1,053
9
$7.85M 2.22%
40,455
-1,476
10
$7.24M 2.05%
74,941
+504
11
$6.78M 1.92%
61,764
+710
12
$6.26M 1.77%
35,503
+358
13
$6.2M 1.75%
62,138
+1,278
14
$5.77M 1.63%
46,655
+802
15
$4.86M 1.37%
58,114
+732
16
$2.99M 0.85%
6,715
-51
17
$2.83M 0.8%
283,333
18
$2.51M 0.71%
92,342
-637
19
$2.16M 0.61%
6,344
-61
20
$1.77M 0.5%
11,229
-123
21
$1.37M 0.39%
10,472
-60
22
$1.29M 0.36%
13,123
+325
23
$1.12M 0.32%
15,381
+100
24
$1.09M 0.31%
3,951
-78
25
$973K 0.28%
6,185
+13
1
2 3 4 5