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
376
$18.4K 0.01%
+84
377
$18.2K 0.01%
+639
378
$18.1K 0.01%
+299
379
$17.9K 0.01%
+292
380
$17.8K 0.01%
+148
381
$17.7K 0.01%
+19
382
$17.6K 0.01%
+438
383
$17.4K 0.01%
+231
384
$17.4K 0.01%
+381
385
$17.3K 0.01%
+407
386
$17.3K 0.01%
+506
387
$17.3K 0.01%
+40
388
$17.2K 0.01%
+103
389
$17.2K 0.01%
+256
390
$17.2K 0.01%
+54
391
$17K 0.01%
+217
392
$16.9K 0.01%
+665
393
$16.8K 0.01%
+163
394
$16.4K 0.01%
+11
395
$16.3K 0.01%
+157
396
$16.1K 0.01%
+863
397
$16.1K 0.01%
+64
398
$16K 0.01%
+38
399
$15.9K 0.01%
+250
400
$15.8K 0.01%
+294
14 15
16
17 18