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
326
$32.3K 0.01%
+300
327
$30.9K 0.01%
+469
328
$30.2K 0.01%
+268
329
$30.1K 0.01%
+251
330
$30K 0.01%
+300
331
$29.3K 0.01%
+42
332
$28.9K 0.01%
+138
333
$28.5K 0.01%
+1,769
334
$28.5K 0.01%
+1,276
335
$28.1K 0.01%
+592
336
$28.1K 0.01%
+1,022
337
$27.7K 0.01%
+670
338
$27.6K 0.01%
+541
339
$27.5K 0.01%
+908
340
$26.6K 0.01%
+209
341
$26.3K 0.01%
+519
342
$26.3K 0.01%
+334
343
$25.8K 0.01%
+65
344
$25.6K 0.01%
+802
345
$25.6K 0.01%
+584
346
$24.7K 0.01%
+109
347
$24.3K 0.01%
+181
348
$24K 0.01%
+2,863
349
$24K 0.01%
+71
350
$23.5K 0.01%
+77
12 13
14
15 16