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
451
$10.3K ﹤0.01%
+181
452
$10.3K ﹤0.01%
+120
453
$10.1K ﹤0.01%
+93
454
$9.91K ﹤0.01%
+569
455
$9.89K ﹤0.01%
+126
456
$9.88K ﹤0.01%
+40
457
$9.47K ﹤0.01%
+132
458
$9.45K ﹤0.01%
+71
459
$9.31K ﹤0.01%
+83
460
$9.28K ﹤0.01%
+110
461
$9.25K ﹤0.01%
+45
462
$9.23K ﹤0.01%
+48
463
$9.15K ﹤0.01%
+56
464
$9.04K ﹤0.01%
+137
465
$9.03K ﹤0.01%
+64
466
$8.91K ﹤0.01%
+23
467
$8.8K ﹤0.01%
+39
468
$8.78K ﹤0.01%
+100
469
$8.71K ﹤0.01%
+77
470
$8.7K ﹤0.01%
+161
471
$8.67K ﹤0.01%
+192
472
$8.65K ﹤0.01%
+62
473
$8.63K ﹤0.01%
+30
474
$8.55K ﹤0.01%
+303
475
$8.49K ﹤0.01%
+110
17 18
19
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