WFA

WestHill Financial Advisors Portfolio holdings

AUM $523M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.5M
3
+$1.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$855K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$849K

Top Sells

1
+$1.24M
2
+$745K
3
+$487K
4
DIS icon
Walt Disney
DIS
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Sector Composition

1 Technology 3.64%
2 Healthcare 0.74%
3 Financials 0.7%
4 Consumer Discretionary 0.47%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.3M 18.28%
152,353
+1,451
2
$75.9M 14.87%
629,591
-6,501
3
$66.7M 13.07%
746,263
+28,633
4
$66M 12.94%
1,102,027
-21,298
5
$37.3M 7.31%
806,703
+60,539
6
$28.6M 5.61%
1,139,112
+77,980
7
$15M 2.94%
277,257
-4,041
8
$13.7M 2.68%
593,251
+37,196
9
$10.8M 2.11%
75,771
+1,437
10
$10.7M 2.09%
41,971
-2,156
11
$10.4M 2.04%
74,350
+3,032
12
$9.58M 1.88%
40,993
+1,110
13
$9.19M 1.8%
58,987
+1,803
14
$7.58M 1.49%
75,265
+5,435
15
$7.05M 1.38%
77,092
+4,756
16
$4.09M 0.8%
6,114
-23
17
$3.35M 0.66%
86,838
18
$3.26M 0.64%
6,295
-6
19
$2.11M 0.41%
228,333
20
$2.09M 0.41%
10,262
-64
21
$1.97M 0.39%
8,954
-104
22
$1.84M 0.36%
9,836
-115
23
$1.67M 0.33%
16,663
+1,321
24
$1.59M 0.31%
16,484
+572
25
$1.45M 0.29%
14,872
+343
1
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