WA

Westfuller Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$3.24M
3 +$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

1 +$499K
2 +$446K
3 +$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

1 Technology 13.03%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABAT icon
451
American Battery Technology Co
ABAT
$448M
$11.4K ﹤0.01%
+3,408
VB icon
452
Vanguard Small-Cap ETF
VB
$72.2B
$11.3K ﹤0.01%
44
+1
AKAM icon
453
Akamai
AKAM
$14.6B
$11.3K ﹤0.01%
129
+36
EIX icon
454
Edison International
EIX
$28.4B
$11.2K ﹤0.01%
+186
PRCH icon
455
Porch Group
PRCH
$866M
$11K ﹤0.01%
+1,204
VONE icon
456
Vanguard Russell 1000 ETF
VONE
$7.2B
$11K ﹤0.01%
36
+1
RIO icon
457
Rio Tinto
RIO
$152B
$11K ﹤0.01%
137
BA icon
458
Boeing
BA
$174B
$10.9K ﹤0.01%
50
RIVN icon
459
Rivian
RIVN
$18.9B
$10.8K ﹤0.01%
550
ZM icon
460
Zoom
ZM
$22.9B
$10.8K ﹤0.01%
125
-64
MLM icon
461
Martin Marietta Materials
MLM
$39.8B
$10.6K ﹤0.01%
+17
TM icon
462
Toyota
TM
$289B
$10.5K ﹤0.01%
49
+1
LLYVK icon
463
Liberty Live Group Series C
LLYVK
$8.93B
$10.4K ﹤0.01%
125
BIIB icon
464
Biogen
BIIB
$27.9B
$10.4K ﹤0.01%
59
+33
VRTX icon
465
Vertex Pharmaceuticals
VRTX
$117B
$10.3K ﹤0.01%
23
GNRC icon
466
Generac Holdings
GNRC
$13B
$10.2K ﹤0.01%
75
-28
FITB
467
Fifth Third Bancorp
FITB
$43.8B
$10.1K ﹤0.01%
215
-74
KKR icon
468
KKR & Co
KKR
$85.2B
$10.1K ﹤0.01%
79
+15
SYY icon
469
Sysco
SYY
$41.1B
$9.97K ﹤0.01%
135
+48
TMUS icon
470
T-Mobile US
TMUS
$243B
$9.96K ﹤0.01%
49
-37
IRM icon
471
Iron Mountain
IRM
$31.9B
$9.93K ﹤0.01%
118
-1
AMLX icon
472
Amylyx Pharmaceuticals
AMLX
$1.55B
$9.89K ﹤0.01%
+819
WDAY icon
473
Workday
WDAY
$38.7B
$9.88K ﹤0.01%
46
-6
SHEL icon
474
Shell
SHEL
$234B
$9.82K ﹤0.01%
134
+2
KDP icon
475
Keurig Dr Pepper
KDP
$38.1B
$9.63K ﹤0.01%
344
+127