Westhill Financial Advisors, Inc.
CIK Number: 0001759641
445.84M
Market Value
71
# of Holdings
10 months
Avg. Holding Period
76.39%
Win Rate
13.59%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 545.07 | +1.83% | 153.45K | -0.25% | 80.97M | 393.03 | 18.16% | |
| 2 | Vanguard Scotts... | 104.19 | +2.39% | 671.48K | +0.94% | 64.81M | 69.36 | 14.54% | |
| 3 | Vanguard Scotts... | 82.94 | +1.14% | 698.48K | +0.57% | 58.20M | 69.08 | 13.05% | |
| 4 | Vanguard Tax-Ma... | 48.17 | +1.24% | 1.04M | +2.08% | 54.99M | 48.85 | 12.33% | |
| 5 | Fidelity Merrim... | 44.82 | +0.87% | 662.51K | +5.61% | 30.97M | 49.79 | 6.95% |
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