WA

Westfuller Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
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

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
REET icon
276
iShares Global REIT ETF
REET
$4.62B
$58.1K 0.03%
+2,272
A icon
277
Agilent Technologies
A
$31.6B
$56.5K 0.03%
+439
VSDB
278
Vanguard Short Duration Bond ETF
VSDB
$427M
$56.1K 0.03%
+732
AAP icon
279
Advance Auto Parts
AAP
$3.2B
$56K 0.03%
+912
MGNI icon
280
Magnite
MGNI
$1.76B
$56K 0.03%
+2,570
BBWI icon
281
Bath & Body Works
BBWI
$4.18B
$55.8K 0.03%
+2,167
MS icon
282
Morgan Stanley
MS
$247B
$55.8K 0.03%
+351
GLW icon
283
Corning
GLW
$113B
$55.3K 0.03%
+674
FLR icon
284
Fluor
FLR
$6.42B
$55.1K 0.03%
+1,310
MOS icon
285
The Mosaic Company
MOS
$8.79B
$54.8K 0.02%
+1,581
NOK icon
286
Nokia
NOK
$48.3B
$54.4K 0.02%
11,313
+77
BXSL icon
287
Blackstone Secured Lending
BXSL
$5.47B
$53.3K 0.02%
+1,984
NIE
288
Virtus Equity & Convertible Income Fund
NIE
$670M
$52.9K 0.02%
+2,107
INVX
289
Innovex International
INVX
$1.68B
$52.8K 0.02%
+2,850
FSLR icon
290
First Solar
FSLR
$21.4B
$52K 0.02%
+236
TTE icon
291
TotalEnergies
TTE
$176B
$52K 0.02%
+856
DELL icon
292
Dell
DELL
$104B
$51K 0.02%
+360
MCO icon
293
Moody's
MCO
$77B
$50.8K 0.02%
+107
VUSB icon
294
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$49.6K 0.02%
+992
NVO icon
295
Novo Nordisk
NVO
$171B
$48.9K 0.02%
+881
DOLE icon
296
Dole
DOLE
$1.38B
$48.7K 0.02%
+3,600
MSI icon
297
Motorola Solutions
MSI
$78B
$48.5K 0.02%
+106
DE icon
298
Deere & Co
DE
$155B
$47.6K 0.02%
+104
BP icon
299
BP
BP
$110B
$46.9K 0.02%
+1,361
BND icon
300
Vanguard Total Bond Market
BND
$151B
$46.5K 0.02%
+625