WA

Westfuller Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.44M
3
+$3.68M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$3.64M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.4%
2 Financials 1.46%
3 Communication Services 1.42%
4 Consumer Discretionary 0.78%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.41%
+2,241
27
$1.03M 1.24%
+58,224
28
$1.01M 1.21%
+26,150
29
$984K 1.18%
+5,614
30
$949K 1.14%
+19,292
31
$901K 1.08%
+9,250
32
$850K 1.02%
+5,630
33
$823K 0.99%
+9,517
34
$823K 0.99%
+4,107
35
$805K 0.97%
+17,104
36
$729K 0.87%
+26,520
37
$672K 0.81%
+27,444
38
$664K 0.8%
+7,229
39
$650K 0.78%
+3,605
40
$647K 0.78%
+3,077
41
$587K 0.7%
+7,697
42
$545K 0.65%
+23,947
43
$509K 0.61%
+6,222
44
$453K 0.54%
+2,483
45
$446K 0.53%
+1,295
46
$403K 0.48%
+8,826
47
$397K 0.48%
+1,424
48
$397K 0.48%
+5,055
49
$397K 0.48%
+12,304
50
$396K 0.48%
+1,465
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