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
501
$7.15K ﹤0.01%
+64
502
$7.13K ﹤0.01%
+104
503
$7.05K ﹤0.01%
+93
504
$7.01K ﹤0.01%
+407
505
$6.99K ﹤0.01%
+578
506
$6.96K ﹤0.01%
+48
507
$6.89K ﹤0.01%
+66
508
$6.86K ﹤0.01%
+82
509
$6.83K ﹤0.01%
+61
510
$6.52K ﹤0.01%
+311
511
$6.45K ﹤0.01%
+202
512
$6.4K ﹤0.01%
+88
513
$6.39K ﹤0.01%
+207
514
$6.26K ﹤0.01%
+70
515
$6.25K ﹤0.01%
+70
516
$6.25K ﹤0.01%
+64
517
$6.24K ﹤0.01%
+18
518
$6.14K ﹤0.01%
+514
519
$5.96K ﹤0.01%
+142
520
$5.79K ﹤0.01%
+46
521
$5.67K ﹤0.01%
+16
522
$5.64K ﹤0.01%
+80
523
$5.63K ﹤0.01%
+207
524
$5.63K ﹤0.01%
+67
525
$5.58K ﹤0.01%
+217
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