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
$412M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$391K
3
+$327K
4
FICO icon
Fair Isaac
FICO
+$223K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$1.24M
2
+$474K
3
+$466K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K
5
NKE icon
Nike
NKE
+$414K

Sector Composition

1 Technology 3.67%
2 Healthcare 2.11%
3 Financials 0.64%
4 Consumer Discretionary 0.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.9M 18.67%
153,830
-931
2
$62.4M 15.14%
665,205
-13,230
3
$53.2M 12.9%
694,503
-1,557
4
$50.4M 12.23%
1,020,105
-8,937
5
$28.2M 6.84%
627,321
+7,282
6
$23.1M 5.62%
948,986
+16,026
7
$11.6M 2.81%
264,189
+309
8
$10.9M 2.65%
495,758
+4,880
9
$8.39M 2.04%
76,012
+357
10
$8.3M 2.01%
39,413
-2,251
11
$8.22M 1.99%
68,062
-331
12
$7.4M 1.8%
38,725
+27
13
$7.16M 1.74%
53,417
+164
14
$6.2M 1.5%
61,565
+918
15
$5.91M 1.43%
283,333
16
$5.66M 1.37%
67,615
+45
17
$3.66M 0.89%
6,696
+148
18
$3.03M 0.74%
6,782
-339
19
$2.81M 0.68%
87,118
-617
20
$1.95M 0.47%
11,165
+222
21
$1.73M 0.42%
8,934
-220
22
$1.44M 0.35%
14,803
-11
23
$1.43M 0.35%
4,708
+3,898
24
$1.39M 0.34%
3,818
-50
25
$1.27M 0.31%
15,642
-319
1
2 3 4