WA

Westfuller Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
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 +$3.29M
2 +$2.49M
3 +$2.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.02M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.77M

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
CHD icon
476
Church & Dwight Co
CHD
$20.2B
$8.47K ﹤0.01%
+97
FFIV icon
477
F5
FFIV
$14.1B
$8.4K ﹤0.01%
+26
ZBRA icon
478
Zebra Technologies
ZBRA
$13.3B
$8.32K ﹤0.01%
+28
LEN icon
479
Lennar Class A
LEN
$31.6B
$8.32K ﹤0.01%
+66
KKR icon
480
KKR & Co
KKR
$113B
$8.32K ﹤0.01%
+64
RH icon
481
RH
RH
$3B
$8.13K ﹤0.01%
+40
STIP icon
482
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$8.12K ﹤0.01%
+79
RIVN icon
483
Rivian
RIVN
$21.5B
$8.07K ﹤0.01%
+550
WFC icon
484
Wells Fargo
WFC
$283B
$8.05K ﹤0.01%
+96
NVR icon
485
NVR
NVR
$20.5B
$8.04K ﹤0.01%
+1
GE icon
486
GE Aerospace
GE
$308B
$7.88K ﹤0.01%
+26
PSKY
487
Paramount Skydance Corp
PSKY
$16.2B
$7.73K ﹤0.01%
+409
BDX icon
488
Becton Dickinson
BDX
$55B
$7.68K ﹤0.01%
+41
NTRS icon
489
Northern Trust
NTRS
$25.1B
$7.68K ﹤0.01%
+57
ALB icon
490
Albemarle
ALB
$13.9B
$7.68K ﹤0.01%
+94
MTG icon
491
MGIC Investment
MTG
$6.28B
$7.68K ﹤0.01%
+271
UNFI icon
492
United Natural Foods
UNFI
$2.06B
$7.52K ﹤0.01%
+200
KVUE icon
493
Kenvue
KVUE
$32.5B
$7.49K ﹤0.01%
+462
STRL icon
494
Sterling Infrastructure
STRL
$10.3B
$7.34K ﹤0.01%
+22
PTC icon
495
PTC
PTC
$21.3B
$7.31K ﹤0.01%
+36
GDDY icon
496
GoDaddy
GDDY
$17.7B
$7.25K ﹤0.01%
+53
PINS icon
497
Pinterest
PINS
$18.5B
$7.24K ﹤0.01%
+225
HOLX icon
498
Hologic
HOLX
$16.7B
$7.22K ﹤0.01%
+107
IONQ icon
499
IonQ
IONQ
$19.5B
$7.2K ﹤0.01%
+117
SYY icon
500
Sysco
SYY
$35.1B
$7.16K ﹤0.01%
+87