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
$446M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.64M
3
+$1.12M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.03M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M

Top Sells

1
+$1.01M
2
+$300K
3
+$216K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.3K

Sector Composition

1 Technology 4.07%
2 Healthcare 1.8%
3 Financials 0.68%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81M 18.16%
153,450
-380
2
$64.8M 14.54%
671,479
+6,274
3
$58.2M 13.05%
698,477
+3,974
4
$55M 12.33%
1,041,277
+21,172
5
$31M 6.95%
662,515
+35,194
6
$25M 5.61%
988,822
+39,836
7
$12.7M 2.86%
266,095
+1,906
8
$11.8M 2.65%
511,136
+15,378
9
$11M 2.46%
47,164
+7,751
10
$9.26M 2.08%
78,988
+2,976
11
$9.02M 2.02%
68,198
+136
12
$8.18M 1.84%
39,482
+757
13
$7.96M 1.79%
54,106
+689
14
$6.51M 1.46%
64,675
+3,110
15
$6.37M 1.43%
65,402
-2,213
16
$5.36M 1.2%
238,333
-45,000
17
$3.84M 0.86%
6,652
-44
18
$2.99M 0.67%
87,118
19
$2.97M 0.67%
6,896
+114
20
$2.07M 0.46%
10,919
-246
21
$1.67M 0.37%
4,715
+7
22
$1.67M 0.37%
8,944
+10
23
$1.57M 0.35%
15,478
+675
24
$1.38M 0.31%
15,619
-23
25
$1.36M 0.3%
3,612
-206
1
2 3 4