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

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
VB icon
426
Vanguard Small-Cap ETF
VB
$79.2B
$11.5K 0.01%
44
AMLX icon
427
Amylyx Pharmaceuticals
AMLX
$1.59B
$11.4K ﹤0.01%
819
BIIB icon
428
Biogen
BIIB
$29B
$11K ﹤0.01%
60
+1
GRMN icon
429
Garmin
GRMN
$46.7B
$10.7K ﹤0.01%
46
+39
ASX icon
430
ASE Group
ASX
$84.2B
$10.5K ﹤0.01%
485
VONE icon
431
Vanguard Russell 1000 ETF
VONE
$8.11B
$10.5K ﹤0.01%
36
LOGI icon
432
Logitech
LOGI
$17B
$10.5K ﹤0.01%
115
STZ icon
433
Constellation Brands
STZ
$23.7B
$10.3K ﹤0.01%
69
+8
HBAN icon
434
Huntington Bancshares
HBAN
$33.5B
$10.3K ﹤0.01%
650
-35
TM icon
435
Toyota
TM
$234B
$10.1K ﹤0.01%
49
CNC icon
436
Centene
CNC
$31B
$10.1K ﹤0.01%
307
+18
ZM icon
437
Zoom
ZM
$30.9B
$10K ﹤0.01%
125
ROK icon
438
Rockwell Automation
ROK
$51.4B
$9.93K ﹤0.01%
28
-2
VRTX icon
439
Vertex Pharmaceuticals
VRTX
$112B
$9.66K ﹤0.01%
22
-1
BDX icon
440
Becton Dickinson
BDX
$41.2B
$9.64K ﹤0.01%
61
+2
HLI icon
441
Houlihan Lokey
HLI
$9.75B
$9.62K ﹤0.01%
67
FITB
442
Fifth Third Bancorp
FITB
$46.9B
$9.56K ﹤0.01%
204
-11
LEU icon
443
Centrus Energy
LEU
$3.67B
$9.55K ﹤0.01%
+55
LYV icon
444
Live Nation Entertainment
LYV
$37.5B
$9.46K ﹤0.01%
62
+26
KD icon
445
Kyndryl
KD
$2.67B
$9.45K ﹤0.01%
+720
AAOI icon
446
Applied Optoelectronics
AAOI
$16.3B
$9.39K ﹤0.01%
+111
HST icon
447
Host Hotels & Resorts
HST
$16.7B
$9.35K ﹤0.01%
483
+9
LI icon
448
Li Auto
LI
$14.8B
$9.25K ﹤0.01%
519
AEP icon
449
American Electric Power
AEP
$69.5B
$9.09K ﹤0.01%
69
-9
VTR icon
450
Ventas
VTR
$38.5B
$9.06K ﹤0.01%
110
+19