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
$343M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.31M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Top Sells

1
+$3.01M
2
+$1.42M
3
+$202K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$121K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$108K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.57%
3 Consumer Discretionary 0.59%
4 Financials 0.59%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61M 17.8%
155,308
-3,608
2
$47.8M 13.96%
698,948
-43,995
3
$44.6M 13.02%
669,426
+20,016
4
$43.2M 12.62%
988,946
+29,525
5
$25M 7.3%
573,993
+30,151
6
$22M 6.42%
917,314
+14,404
7
$10M 2.92%
474,518
+11,344
8
$9.5M 2.77%
242,344
+8,520
9
$7.42M 2.17%
43,351
+2,896
10
$6.92M 2.02%
75,776
+835
11
$6.8M 1.98%
65,178
+3,414
12
$6.25M 1.82%
62,413
+275
13
$6.01M 1.76%
50,378
+3,723
14
$6.01M 1.75%
36,873
+1,370
15
$4.81M 1.4%
63,605
+5,491
16
$2.86M 0.83%
6,656
-59
17
$2.3M 0.67%
87,735
-4,607
18
$2.23M 0.65%
283,333
19
$2.23M 0.65%
7,047
+703
20
$1.69M 0.49%
11,155
-74
21
$1.49M 0.43%
11,701
+1,229
22
$1.35M 0.39%
14,316
+1,193
23
$1.11M 0.32%
6,604
+419
24
$1.1M 0.32%
15,928
+547
25
$1.05M 0.31%
3,932
-19
1
2 3 4 5