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WA
Westfuller Advisors Portfolio holdings
AUM
$275M
1-Year Est. Return
24.54%
This Fund
S&P 500
This Quarter
Est. Return
+7.23%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$83.4M
AUM Growth
–
Cap. Flow
+$80.5M
Cap. Flow
% of AUM
96.6%
Top 10 Holdings %
Top 10 Hldgs %
45.08%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$6.48M |
| 2 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
+$6.44M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.69M |
| 4 |
iShares California Muni Bond ETF
CMF
|
+$3.65M |
| 5 |
Apple
AAPL
|
+$3.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.4% |
| 2 | Financials | 1.46% |
| 3 | Communication Services | 1.42% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Industrials | 0.3% |
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Westfuller Advisors's Q1 2024 Portfolio in Review
Q1 2024 is the first quarter with a 13F filing on record for Westfuller Advisors, which disclosed 64 positions worth $83.4M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 14,156 shares worth $6.8M.
By sector, the portfolio is most concentrated in Technology at 9.4% of assets, followed by Financials and Communication Services.
- Westfuller Advisors's largest Q1 2024 buy was Vanguard S&P 500 ETF: 14,156 shares worth $6.8M.
- Westfuller Advisors's ten largest holdings make up 45% of its $83.4M portfolio in Q1 2024.
- Westfuller Advisors disclosed 64 positions in Q1 2024, its first 13F filing on record.
Based on Westfuller Advisors's 13F filing for Q1 2024, filed 15 Jan 2025.