WA
Westfuller Advisors Portfolio holdings
AUM
$175M
This Quarter Return
+7.2%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+17%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
9.28%
Top 10 Holdings %
Top 10 Hldgs %
46.87%
Holding
115
New
17
Increased
56
Reduced
23
Closed
1
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$7.27M |
| 2 |
Amazon
AMZN
|
$5.08M |
| 3 |
AXS Change Finance ESG ETF
CHGX
|
$3.39M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.42M |
| 5 |
Starbucks
SBUX
|
$1.01M |
Top Sells
| 1 |
CHGX
AXS Change Finance ESG ETF
CHGX
|
$3.08M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$2.58M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.29M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.21M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$569K |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Consumer Discretionary | 4.41% |
| 3 | Financials | 2.81% |
| 4 | Communication Services | 2.63% |
| 5 | Healthcare | 1.14% |
