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
276
$58.1K 0.03%
+2,272
277
$56.5K 0.03%
+439
278
$56.1K 0.03%
+732
279
$56K 0.03%
+912
280
$56K 0.03%
+2,570
281
$55.8K 0.03%
+2,167
282
$55.8K 0.03%
+351
283
$55.3K 0.03%
+674
284
$55.1K 0.03%
+1,310
285
$54.8K 0.02%
+1,581
286
$54.4K 0.02%
11,313
+77
287
$53.3K 0.02%
+1,984
288
$52.9K 0.02%
+2,107
289
$52.8K 0.02%
+2,850
290
$52K 0.02%
+236
291
$52K 0.02%
+856
292
$51K 0.02%
+360
293
$50.8K 0.02%
+107
294
$49.6K 0.02%
+992
295
$48.9K 0.02%
+881
296
$48.7K 0.02%
+3,600
297
$48.5K 0.02%
+106
298
$47.6K 0.02%
+104
299
$46.9K 0.02%
+1,361
300
$46.5K 0.02%
+625
10 11
12
13 14