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
$437M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.66M
3
+$2.27M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$555K

Top Sells

1
+$2.82M
2
+$2.18M
3
+$651K
4
AAPL icon
Apple
AAPL
+$486K
5
TSLA icon
Tesla
TSLA
+$282K

Sector Composition

1 Technology 3.56%
2 Healthcare 1.06%
3 Financials 0.78%
4 Consumer Staples 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.9M 17.82%
151,583
-4,244
2
$59.8M 13.68%
644,601
-30,436
3
$59.4M 13.59%
719,410
+5,378
4
$57.2M 13.09%
1,125,888
+54,669
5
$33.8M 7.74%
741,126
+58,208
6
$26.2M 5.98%
1,052,085
+91,362
7
$12.7M 2.91%
281,165
+12,271
8
$12.5M 2.85%
554,891
+61,859
9
$9.92M 2.27%
44,645
-2,189
10
$8.96M 2.05%
71,119
+1,316
11
$8.72M 2%
74,236
-5,538
12
$7.6M 1.74%
57,106
+1,766
13
$7.42M 1.7%
39,799
-332
14
$6.67M 1.53%
66,315
+2,266
15
$6.56M 1.5%
72,486
+5,838
16
$3.45M 0.79%
6,141
-44
17
$2.86M 0.66%
86,838
-280
18
$2.71M 0.62%
228,333
19
$2.36M 0.54%
6,290
-511
20
$1.96M 0.45%
10,408
-112
21
$1.7M 0.39%
8,929
-15
22
$1.48M 0.34%
14,931
-1,037
23
$1.32M 0.3%
15,496
-138
24
$1.27M 0.29%
1,343
-90
25
$1.22M 0.28%
3,919
-762
1
2 3 4