WA

Westfuller Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$3.26M
2
+$2.2M
3
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

1
+$15.6M
2
+$3.81M
3
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.83M

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
476
$8.47K ﹤0.01%
+97
477
$8.4K ﹤0.01%
+26
478
$8.32K ﹤0.01%
+28
479
$8.32K ﹤0.01%
+66
480
$8.32K ﹤0.01%
+64
481
$8.13K ﹤0.01%
+40
482
$8.12K ﹤0.01%
+79
483
$8.07K ﹤0.01%
+550
484
$8.05K ﹤0.01%
+96
485
$8.04K ﹤0.01%
+1
486
$7.88K ﹤0.01%
+26
487
$7.73K ﹤0.01%
+409
488
$7.68K ﹤0.01%
+41
489
$7.68K ﹤0.01%
+57
490
$7.68K ﹤0.01%
+94
491
$7.68K ﹤0.01%
+271
492
$7.52K ﹤0.01%
+200
493
$7.49K ﹤0.01%
+462
494
$7.34K ﹤0.01%
+22
495
$7.31K ﹤0.01%
+36
496
$7.25K ﹤0.01%
+53
497
$7.24K ﹤0.01%
+225
498
$7.22K ﹤0.01%
+107
499
$7.2K ﹤0.01%
+117
500
$7.16K ﹤0.01%
+87
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