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
$407M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.67M
2 +$1.52M
3 +$717K
4
AMZN icon
Amazon
AMZN
+$461K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 3.08%
2 Healthcare 1.81%
3 Financials 0.72%
4 Consumer Discretionary 0.56%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.4M 18.3%
154,761
-1,492
2
$58.8M 14.46%
678,435
-19,252
3
$54.7M 13.46%
696,060
+19,996
4
$51.6M 12.7%
1,029,042
+31,923
5
$28.1M 6.91%
620,039
+42,756
6
$22.9M 5.63%
932,960
+48,438
7
$11M 2.71%
263,880
+17,773
8
$10.9M 2.69%
490,878
+23,706
9
$8.64M 2.12%
75,655
-744
10
$8.57M 2.11%
68,393
+2,134
11
$7.63M 1.88%
38,698
+1,117
12
$7.45M 1.83%
53,253
+2,166
13
$7.14M 1.76%
41,664
-1,635
14
$6.1M 1.5%
60,647
+2,654
15
$5.84M 1.44%
67,570
+3,611
16
$4.16M 1.02%
283,333
17
$3.44M 0.85%
6,548
-111
18
$3M 0.74%
7,121
-343
19
$2.8M 0.69%
87,735
20
$1.96M 0.48%
10,943
-143
21
$1.65M 0.41%
9,154
-2,553
22
$1.45M 0.36%
14,814
+327
23
$1.34M 0.33%
15,961
+132
24
$1.3M 0.32%
3,868
-64
25
$1.18M 0.29%
13,905
+470