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

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
401
$15.7K 0.01%
+64
402
$15.6K 0.01%
+72
403
$15.6K 0.01%
+189
404
$15.4K 0.01%
+632
405
$15.3K 0.01%
+50
406
$15.2K 0.01%
+208
407
$15.1K 0.01%
+266
408
$15K 0.01%
+94
409
$14.8K 0.01%
+179
410
$14.8K 0.01%
+286
411
$14.4K 0.01%
+44
412
$14.2K 0.01%
+214
413
$14.1K 0.01%
+397
414
$13.6K 0.01%
+66
415
$13.6K 0.01%
+164
416
$13.5K 0.01%
+63
417
$13.5K 0.01%
+27
418
$13.4K 0.01%
+148
419
$13.2K 0.01%
+519
420
$13.1K 0.01%
+123
421
$13.1K 0.01%
+108
422
$13K 0.01%
+289
423
$12.8K 0.01%
+68
424
$12.7K 0.01%
+135
425
$12.6K 0.01%
+115