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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
$247M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.24M
3
+$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

1
+$499K
2
+$446K
3
+$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

1 Technology 13.02%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
351
Equinix
EQIX
$108B
$26K 0.01%
34
+9
VCR icon
352
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$25.7K 0.01%
65
AWK icon
353
American Water Works
AWK
$25B
$25.5K 0.01%
195
-46
EXPE icon
354
Expedia Group
EXPE
$29.2B
$25.3K 0.01%
89
+26
FICO icon
355
Fair Isaac
FICO
$27.1B
$25.3K 0.01%
15
+4
VLUE icon
356
iShares MSCI USA Value Factor ETF
VLUE
$14.5B
$24.5K 0.01%
179
+1
AIG icon
357
American International
AIG
$40.1B
$24.4K 0.01%
285
-49
SPOT icon
358
Spotify
SPOT
$96B
$24.4K 0.01%
42
CAG icon
359
Conagra Brands
CAG
$6.56B
$24K 0.01%
+1,387
TFC icon
360
Truist Financial
TFC
$61.1B
$23.7K 0.01%
482
+101
CME icon
361
CME Group
CME
$93.9B
$23.7K 0.01%
87
+10
ALB icon
362
Albemarle
ALB
$19.6B
$23.6K 0.01%
167
+73
IR icon
363
Ingersoll Rand
IR
$31B
$23.6K 0.01%
298
+119
VOYA icon
364
Voya Financial
VOYA
$8.29B
$23.5K 0.01%
316
+2
NPO icon
365
Enpro
NPO
$7.56B
$23.4K 0.01%
109
HPQ icon
366
HP
HPQ
$22.2B
$23.3K 0.01%
1,032
+10
MCD icon
367
McDonald's
MCD
$205B
$23K 0.01%
75
-2
ON icon
368
ON Semiconductor
ON
$47.4B
$23K 0.01%
425
SOLS
369
Solstice Advanced Materials
SOLS
$13.5B
$22.8K 0.01%
+469
TE
370
T1 Energy Inc
TE
$2.36B
$21.6K 0.01%
3,232
+2,132
STX icon
371
Seagate
STX
$238B
$21.4K 0.01%
77
-18
SCCO icon
372
Southern Copper
SCCO
$163B
$21.3K 0.01%
152
+2
RKLB icon
373
Rocket Lab Corp
RKLB
$66.4B
$21.1K 0.01%
+303
RGTI icon
374
Rigetti Computing
RGTI
$7.02B
$20.2K 0.01%
+912
REGN icon
375
Regeneron Pharmaceuticals
REGN
$64.3B
$20.1K 0.01%
+26
13 14
15
16 17