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
351
$23.5K 0.01%
+314
352
$23.4K 0.01%
+38
353
$23.1K 0.01%
+240
354
$22.7K 0.01%
+113
355
$22.5K 0.01%
+95
356
$22.3K 0.01%
+591
357
$22.3K 0.01%
+178
358
$21.5K 0.01%
+157
359
$21.5K 0.01%
+201
360
$21K 0.01%
+425
361
$20.9K 0.01%
+77
362
$20.7K 0.01%
+19
363
$20.6K 0.01%
+86
364
$20.2K 0.01%
+152
365
$20K 0.01%
+226
366
$19.9K 0.01%
+1,018
367
$19.6K 0.01%
+173
368
$19.6K 0.01%
+25
369
$19.5K 0.01%
+66
370
$19.2K 0.01%
+393
371
$19.1K 0.01%
+31
372
$19.1K 0.01%
+171
373
$19K 0.01%
+80
374
$18.9K 0.01%
+94
375
$18.8K 0.01%
+82
13 14
15
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