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
FOX icon
451
Fox Class B
FOX
$26.6B
$10.3K ﹤0.01%
+181
APTV icon
452
Aptiv
APTV
$16.4B
$10.3K ﹤0.01%
+120
SJM icon
453
J.M. Smucker
SJM
$10.6B
$10.1K ﹤0.01%
+93
HBAN icon
454
Huntington Bancshares
HBAN
$26.8B
$9.91K ﹤0.01%
+569
WHR icon
455
Whirlpool
WHR
$4.45B
$9.89K ﹤0.01%
+126
GRMN icon
456
Garmin
GRMN
$38.8B
$9.88K ﹤0.01%
+40
SHEL icon
457
Shell
SHEL
$212B
$9.47K ﹤0.01%
+132
PHM icon
458
Pultegroup
PHM
$25B
$9.45K ﹤0.01%
+71
SNDK
459
Sandisk
SNDK
$31.2B
$9.31K ﹤0.01%
+83
CSGP icon
460
CoStar Group
CSGP
$29B
$9.28K ﹤0.01%
+110
CTAS icon
461
Cintas
CTAS
$73.7B
$9.25K ﹤0.01%
+45
TM icon
462
Toyota
TM
$258B
$9.23K ﹤0.01%
+48
LYV icon
463
Live Nation Entertainment
LYV
$32.3B
$9.15K ﹤0.01%
+56
RIO icon
464
Rio Tinto
RIO
$120B
$9.04K ﹤0.01%
+137
EXR icon
465
Extra Space Storage
EXR
$27.8B
$9.03K ﹤0.01%
+64
VRTX icon
466
Vertex Pharmaceuticals
VRTX
$116B
$8.91K ﹤0.01%
+23
SNOW icon
467
Snowflake
SNOW
$79.4B
$8.8K ﹤0.01%
+39
EL icon
468
Estee Lauder
EL
$37.1B
$8.78K ﹤0.01%
+100
AEP icon
469
American Electric Power
AEP
$62.9B
$8.71K ﹤0.01%
+77
IGIB icon
470
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$8.7K ﹤0.01%
+161
BMY icon
471
Bristol-Myers Squibb
BMY
$106B
$8.67K ﹤0.01%
+192
MAA icon
472
Mid-America Apartment Communities
MAA
$15.6B
$8.65K ﹤0.01%
+62
LH icon
473
Labcorp
LH
$21.8B
$8.63K ﹤0.01%
+30
T icon
474
AT&T
T
$180B
$8.55K ﹤0.01%
+303
SWKS icon
475
Skyworks Solutions
SWKS
$10.2B
$8.49K ﹤0.01%
+110