WA

Westfuller Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
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 +$3.29M
2 +$2.49M
3 +$2.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.02M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.77M

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
ORLY icon
326
O'Reilly Automotive
ORLY
$80.4B
$32.3K 0.01%
+300
IEMG icon
327
iShares Core MSCI Emerging Markets ETF
IEMG
$130B
$30.9K 0.01%
+469
XOM icon
328
Exxon Mobil
XOM
$550B
$30.2K 0.01%
+268
WDC icon
329
Western Digital
WDC
$76.2B
$30.1K 0.01%
+251
ROKU icon
330
Roku
ROKU
$15.2B
$30K 0.01%
+300
SPOT icon
331
Spotify
SPOT
$105B
$29.3K 0.01%
+42
VBR icon
332
Vanguard Small-Cap Value ETF
VBR
$33.7B
$28.9K 0.01%
+138
RVT icon
333
Royce Value Trust
RVT
$2.05B
$28.5K 0.01%
+1,769
ADX icon
334
Adams Diversified Equity Fund
ADX
$2.75B
$28.5K 0.01%
+1,276
IYE icon
335
iShares US Energy ETF
IYE
$1.22B
$28.1K 0.01%
+592
HPQ icon
336
HP
HPQ
$18.2B
$28.1K 0.01%
+1,022
LVHD icon
337
Franklin US Low Volatility High Dividend Index ETF
LVHD
$587M
$27.7K 0.01%
+670
FLOT icon
338
iShares Floating Rate Bond ETF
FLOT
$9B
$27.6K 0.01%
+541
SPSB icon
339
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.5B
$27.5K 0.01%
+908
SMOG icon
340
VanEck Low Carbon Energy ETF
SMOG
$130M
$26.6K 0.01%
+209
VTIP icon
341
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$26.3K 0.01%
+519
AIG icon
342
American International
AIG
$39.1B
$26.3K 0.01%
+334
VCR icon
343
Vanguard Consumer Discretionary ETF
VCR
$6.35B
$25.8K 0.01%
+65
SCHG icon
344
Schwab US Large-Cap Growth ETF
SCHG
$51.6B
$25.6K 0.01%
+802
RAL
345
Ralliant Corp
RAL
$5.85B
$25.6K 0.01%
+584
NPO icon
346
Enpro
NPO
$4.93B
$24.7K 0.01%
+109
HIG icon
347
Hartford Financial Services
HIG
$35.9B
$24.3K 0.01%
+181
HTLD icon
348
Heartland Express
HTLD
$788M
$24K 0.01%
+2,863
COIN icon
349
Coinbase
COIN
$61.4B
$24K 0.01%
+71
MCD icon
350
McDonald's
MCD
$216B
$23.5K 0.01%
+77