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
TEL icon
376
TE Connectivity
TEL
$68.7B
$18.4K 0.01%
+84
FTXN icon
377
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$18.2K 0.01%
+639
FNF icon
378
Fidelity National Financial
FNF
$15.8B
$18.1K 0.01%
+299
D icon
379
Dominion Energy
D
$51.2B
$17.9K 0.01%
+292
SCCO icon
380
Southern Copper
SCCO
$114B
$17.8K 0.01%
+147
MPWR icon
381
Monolithic Power Systems
MPWR
$45.4B
$17.7K 0.01%
+19
AOK icon
382
iShares Core Conservative Allocation ETF
AOK
$718M
$17.6K 0.01%
+438
CVS icon
383
CVS Health
CVS
$96.7B
$17.4K 0.01%
+231
TFC icon
384
Truist Financial
TFC
$60.7B
$17.4K 0.01%
+381
SW
385
Smurfit Westrock
SW
$19.1B
$17.3K 0.01%
+407
ETHE
386
Grayscale Ethereum Trust ETF
ETHE
$3.51B
$17.3K 0.01%
+506
HUBB icon
387
Hubbell
HUBB
$23.2B
$17.3K 0.01%
+40
GNRC icon
388
Generac Holdings
GNRC
$9.63B
$17.2K 0.01%
+103
MO icon
389
Altria Group
MO
$97.8B
$17.2K 0.01%
+256
IWO icon
390
iShares Russell 2000 Growth ETF
IWO
$13.3B
$17.2K 0.01%
+54
XLP icon
391
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$17K 0.01%
+217
PFE icon
392
Pfizer
PFE
$146B
$16.9K 0.01%
+665
WMT icon
393
Walmart
WMT
$913B
$16.8K 0.01%
+163
FICO icon
394
Fair Isaac
FICO
$41.9B
$16.4K 0.01%
+11
THO icon
395
Thor Industries
THO
$5.38B
$16.3K 0.01%
+157
KEY icon
396
KeyCorp
KEY
$20.8B
$16.1K 0.01%
+863
VRSK icon
397
Verisk Analytics
VRSK
$31B
$16.1K 0.01%
+64
HCA icon
398
HCA Healthcare
HCA
$111B
$16K 0.01%
+38
LBRDK icon
399
Liberty Broadband Class C
LBRDK
$6.64B
$15.9K 0.01%
+250
XLF icon
400
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$15.8K 0.01%
+294