WA

Westfuller Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.2M
3
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

1
+$15.6M
2
+$3.81M
3
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.83M

Sector Composition

1 Technology 14.11%
2 Financials 6.45%
3 Consumer Discretionary 4.95%
4 Communication Services 4.57%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.04%
+161
227
$90.1K 0.04%
+633
228
$89.7K 0.04%
+6,949
229
$88.4K 0.04%
+1,919
230
$87.3K 0.04%
+1,782
231
$86.1K 0.04%
+554
232
$84.7K 0.04%
+1,933
233
$84.6K 0.04%
+448
234
$84.1K 0.04%
+710
235
$83.8K 0.04%
+1,361
236
$83.4K 0.04%
+1,581
237
$82.9K 0.04%
+4,060
238
$82.5K 0.04%
+537
239
$80.9K 0.04%
+1,525
240
$80.9K 0.04%
+1,797
241
$80.8K 0.04%
+6,149
242
$80.6K 0.04%
+286
243
$79.8K 0.04%
+3,235
244
$79K 0.04%
+542
245
$78.7K 0.04%
+1,012
246
$77K 0.04%
+570
247
$76.8K 0.03%
+223
248
$76.3K 0.03%
+155
249
$76.1K 0.03%
+527
250
$75.9K 0.03%
+330
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