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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.98M
3
+$8.34M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.65M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$6.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.35%
2 Communication Services 1.62%
3 Financials 0.99%
4 Consumer Discretionary 0.66%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.14%
+24,478
27
$1.53M 1.1%
+37,095
28
$1.43M 1.03%
+33,484
29
$1.36M 0.98%
+13,240
30
$1.32M 0.95%
+3,067
31
$1.3M 0.93%
+2,253
32
$1.1M 0.79%
+58,373
33
$1.08M 0.78%
+26,150
34
$996K 0.71%
+26,447
35
$987K 0.71%
+5,407
36
$970K 0.7%
+19,295
37
$967K 0.69%
+41,227
38
$965K 0.69%
+5,817
39
$941K 0.68%
+4,462
40
$921K 0.66%
+8,337
41
$866K 0.62%
+18,339
42
$823K 0.59%
+26,520
43
$792K 0.57%
+12,570
44
$764K 0.55%
+9,340
45
$719K 0.52%
+3,860
46
$701K 0.5%
+27,842
47
$696K 0.5%
+7,082
48
$684K 0.49%
+3,096
49
$669K 0.48%
+7,282
50
$648K 0.47%
+6,606
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