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
301
$46.5K 0.02%
+553
302
$45.1K 0.02%
+1,610
303
$45K 0.02%
+132
304
$45K 0.02%
+257
305
$43.6K 0.02%
+1,327
306
$43K 0.02%
+89
307
$42.9K 0.02%
+6,766
308
$42.6K 0.02%
+436
309
$41.8K 0.02%
+178
310
$41.5K 0.02%
+456
311
$41K 0.02%
+809
312
$39.8K 0.02%
+288
313
$39.5K 0.02%
+244
314
$39K 0.02%
+435
315
$38.4K 0.02%
+141
316
$38.3K 0.02%
+427
317
$38.3K 0.02%
+204
318
$36K 0.02%
+279
319
$35.9K 0.02%
+732
320
$35K 0.02%
+1,065
321
$34.5K 0.02%
+272
322
$34.3K 0.02%
+171
323
$33.9K 0.02%
+200
324
$33.5K 0.02%
+241
325
$32.7K 0.01%
+344
11 12
13
14 15