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
AFL icon
501
Aflac
AFL
$57.4B
$7.15K ﹤0.01%
+64
COO icon
502
Cooper Companies
COO
$16.1B
$7.13K ﹤0.01%
+104
AKAM icon
503
Akamai
AKAM
$13.4B
$7.05K ﹤0.01%
+93
HST icon
504
Host Hotels & Resorts
HST
$12.8B
$7.01K ﹤0.01%
+407
RFI
505
Cohen & Steers Total Return Realty Fund
RFI
$301M
$6.99K ﹤0.01%
+578
IYJ icon
506
iShares US Industrials ETF
IYJ
$1.75B
$6.96K ﹤0.01%
+48
FWONK icon
507
Liberty Media Series C
FWONK
$22.3B
$6.89K ﹤0.01%
+66
UPS icon
508
United Parcel Service
UPS
$90.7B
$6.86K ﹤0.01%
+82
EOG icon
509
EOG Resources
EOG
$57.1B
$6.83K ﹤0.01%
+61
BKLN icon
510
Invesco Senior Loan ETF
BKLN
$7.66B
$6.52K ﹤0.01%
+311
LUV icon
511
Southwest Airlines
LUV
$22.3B
$6.45K ﹤0.01%
+202
IAU icon
512
iShares Gold Trust
IAU
$72.4B
$6.4K ﹤0.01%
+88
FLRN icon
513
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.72B
$6.39K ﹤0.01%
+207
DAC icon
514
Danaos Corp
DAC
$1.82B
$6.26K ﹤0.01%
+70
W icon
515
Wayfair
W
$15B
$6.25K ﹤0.01%
+70
PCAR icon
516
PACCAR
PCAR
$63.7B
$6.25K ﹤0.01%
+64
SNA icon
517
Snap-on
SNA
$18.8B
$6.24K ﹤0.01%
+18
F icon
518
Ford
F
$54.2B
$6.14K ﹤0.01%
+514
QCLN icon
519
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$595M
$5.96K ﹤0.01%
+142
VDE icon
520
Vanguard Energy ETF
VDE
$7.5B
$5.79K ﹤0.01%
+46
WTW icon
521
Willis Towers Watson
WTW
$31.5B
$5.67K ﹤0.01%
+16
VTR icon
522
Ventas
VTR
$36.9B
$5.64K ﹤0.01%
+80
PHG icon
523
Philips
PHG
$28.1B
$5.63K ﹤0.01%
+207
MRVL icon
524
Marvell Technology
MRVL
$68.2B
$5.63K ﹤0.01%
+67
KDP icon
525
Keurig Dr Pepper
KDP
$37.2B
$5.58K ﹤0.01%
+217