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
251
$72.9K 0.03%
+1,659
252
$72.4K 0.03%
+382
253
$70.3K 0.03%
+736
254
$70.2K 0.03%
+737
255
$69.1K 0.03%
+1,178
256
$69K 0.03%
11,430
257
$68.4K 0.03%
+5,610
258
$67.4K 0.03%
+2,414
259
$67K 0.03%
+365
260
$66.3K 0.03%
+868
261
$66.2K 0.03%
+6,000
262
$64.3K 0.03%
+1,972
263
$63.2K 0.03%
+2,188
264
$63.2K 0.03%
+1,107
265
$62.7K 0.03%
+254
266
$61.9K 0.03%
+1,382
267
$61.5K 0.03%
+644
268
$61.5K 0.03%
+178
269
$61.2K 0.03%
+608
270
$60.2K 0.03%
+135
271
$60.2K 0.03%
+215
272
$59.5K 0.03%
+4,644
273
$59K 0.03%
+1,028
274
$58.5K 0.03%
+811
275
$58.2K 0.03%
+2,364
9 10
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