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
426
$12.5K 0.01%
+52
427
$12.5K 0.01%
+189
428
$12.5K 0.01%
+156
429
$12.3K 0.01%
+44
430
$12.2K 0.01%
+791
431
$12.2K 0.01%
+446
432
$12.2K 0.01%
+119
433
$12.1K 0.01%
+265
434
$12.1K 0.01%
+125
435
$12.1K 0.01%
+302
436
$12K 0.01%
+90
437
$11.6K 0.01%
+218
438
$11.4K 0.01%
+73
439
$11.3K 0.01%
+192
440
$11.2K 0.01%
+96
441
$11.1K 0.01%
+392
442
$11.1K 0.01%
+135
443
$11.1K 0.01%
+43
444
$11K 0.01%
+32
445
$10.9K 0.01%
+113
446
$10.8K ﹤0.01%
+50
447
$10.8K ﹤0.01%
+170
448
$10.7K ﹤0.01%
+35
449
$10.6K ﹤0.01%
+191
450
$10.5K ﹤0.01%
+176
16 17
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