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
$232M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.33M
3
+$1.07M
4
ERET icon
iShares Environmentally Aware Real Estate ETF
ERET
+$810K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$651K

Top Sells

1
+$2.63M
2
+$1.88M
3
+$1.54M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.41M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Technology 12.51%
2 Financials 5.49%
3 Communication Services 4.25%
4 Consumer Discretionary 3.86%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAG icon
376
Conagra Brands
CAG
$6.07B
$15.6K 0.01%
994
-393
L icon
377
Loews
L
$21.6B
$15.6K 0.01%
146
-193
CSX icon
378
CSX Corp
CSX
$85.9B
$15.6K 0.01%
379
-30
HUBB icon
379
Hubbell
HUBB
$25.6B
$15.4K 0.01%
31
+3
VOX icon
380
Vanguard Communication Services ETF
VOX
$5.85B
$15.4K 0.01%
85
-90
COIN icon
381
Coinbase
COIN
$43.2B
$15.2K 0.01%
87
+31
IRM icon
382
Iron Mountain
IRM
$38.8B
$15.1K 0.01%
147
+29
CINF icon
383
Cincinnati Financial
CINF
$24.9B
$15K 0.01%
95
SYY icon
384
Sysco
SYY
$35.6B
$14.9K 0.01%
209
+74
HUT
385
Hut 8
HUT
$14.4B
$14.7K 0.01%
+314
APP icon
386
Applovin
APP
$188B
$14.7K 0.01%
37
-80
ICLN icon
387
iShares Global Clean Energy ETF
ICLN
$3.15B
$14.6K 0.01%
797
XLF icon
388
State Street Financial Select Sector SPDR ETF
XLF
$50.3B
$14.5K 0.01%
294
SPG icon
389
Simon Property Group
SPG
$66.9B
$14.5K 0.01%
78
-2
WMB icon
390
Williams Companies
WMB
$88.6B
$14.5K 0.01%
199
-16
VCSH icon
391
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$14.4K 0.01%
182
+26
CCI icon
392
Crown Castle
CCI
$40.9B
$14.3K 0.01%
176
+18
FNF icon
393
Fidelity National Financial
FNF
$12.4B
$14.2K 0.01%
306
+4
ROL icon
394
Rollins
ROL
$22.4B
$14.1K 0.01%
264
+23
LMT icon
395
Lockheed Martin
LMT
$120B
$14.1K 0.01%
23
-4
EIX icon
396
Edison International
EIX
$27.6B
$13.8K 0.01%
189
+3
EXPE icon
397
Expedia Group
EXPE
$27.3B
$13.7K 0.01%
59
-30
AON icon
398
Aon
AON
$68.8B
$13.7K 0.01%
42
-363
CCEP icon
399
Coca-Cola Europacific Partners
CCEP
$40.7B
$13.6K 0.01%
150
KEY icon
400
KeyCorp
KEY
$23.5B
$13.6K 0.01%
679
-27
14 15
16
17 18