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
WDAY icon
426
Workday
WDAY
$56.8B
$12.5K 0.01%
+52
FIS icon
427
Fidelity National Information Services
FIS
$33.7B
$12.5K 0.01%
+189
VCSH icon
428
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$12.5K 0.01%
+156
TRV icon
429
Travelers Companies
TRV
$63.2B
$12.3K 0.01%
+44
ICLN icon
430
iShares Global Clean Energy ETF
ICLN
$1.94B
$12.2K 0.01%
+791
BF.B icon
431
Brown-Forman Class B
BF.B
$14B
$12.2K 0.01%
+446
IRM icon
432
Iron Mountain
IRM
$25.1B
$12.2K 0.01%
+119
CWT icon
433
California Water Service
CWT
$2.66B
$12.1K 0.01%
+265
LLYVK icon
434
Liberty Live Group Series C
LLYVK
$7.57B
$12.1K 0.01%
+125
WTRG icon
435
Essential Utilities
WTRG
$10.7B
$12.1K 0.01%
+302
APO icon
436
Apollo Global Management
APO
$78.7B
$12K 0.01%
+90
BTI icon
437
British American Tobacco
BTI
$126B
$11.6K 0.01%
+218
CRL icon
438
Charles River Laboratories
CRL
$9.03B
$11.4K 0.01%
+73
ROL icon
439
Rollins
ROL
$29B
$11.3K 0.01%
+192
STT icon
440
State Street
STT
$33.9B
$11.2K 0.01%
+96
GEN icon
441
Gen Digital
GEN
$16.6B
$11.1K 0.01%
+392
RBRK icon
442
Rubrik
RBRK
$13.9B
$11.1K 0.01%
+135
VB icon
443
Vanguard Small-Cap ETF
VB
$69.6B
$11.1K 0.01%
+43
ROK icon
444
Rockwell Automation
ROK
$45.3B
$11K 0.01%
+32
CCI icon
445
Crown Castle
CCI
$38.6B
$10.9K 0.01%
+113
BA icon
446
Boeing
BA
$154B
$10.8K ﹤0.01%
+50
WMB icon
447
Williams Companies
WMB
$77.5B
$10.8K ﹤0.01%
+170
VONE icon
448
Vanguard Russell 1000 ETF
VONE
$7.14B
$10.7K ﹤0.01%
+35
IIPR icon
449
Innovative Industrial Properties
IIPR
$1.43B
$10.6K ﹤0.01%
+191
CARR icon
450
Carrier Global
CARR
$46B
$10.5K ﹤0.01%
+176