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
CNC icon
526
Centene
CNC
$18.9B
$5.57K ﹤0.01%
+156
STLD icon
527
Steel Dynamics
STLD
$24.5B
$5.54K ﹤0.01%
+40
VSH icon
528
Vishay Intertechnology
VSH
$2.06B
$5.5K ﹤0.01%
+360
CI icon
529
Cigna
CI
$71.2B
$5.49K ﹤0.01%
+19
LAMR icon
530
Lamar Advertising Co
LAMR
$13.4B
$5.47K ﹤0.01%
+45
MKC icon
531
McCormick & Company Non-Voting
MKC
$17B
$5.46K ﹤0.01%
+82
VRT icon
532
Vertiv
VRT
$69.6B
$5.44K ﹤0.01%
+36
ASX icon
533
ASE Group
ASX
$33B
$5.38K ﹤0.01%
+485
AEO icon
534
American Eagle Outfitters
AEO
$4.14B
$5.34K ﹤0.01%
+312
POOL icon
535
Pool Corp
POOL
$9.02B
$5.28K ﹤0.01%
+17
HYLB icon
536
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4B
$5.01K ﹤0.01%
+135
BHP icon
537
BHP
BHP
$149B
$4.97K ﹤0.01%
+89
DGX icon
538
Quest Diagnostics
DGX
$20.5B
$4.96K ﹤0.01%
+26
DRI icon
539
Darden Restaurants
DRI
$20.4B
$4.95K ﹤0.01%
+26
CP icon
540
Canadian Pacific Kansas City
CP
$66.3B
$4.93K ﹤0.01%
+66
HLT icon
541
Hilton Worldwide
HLT
$63.3B
$4.93K ﹤0.01%
+19
PFG icon
542
Principal Financial Group
PFG
$18.9B
$4.86K ﹤0.01%
+59
KTB icon
543
Kontoor Brands
KTB
$4.22B
$4.79K ﹤0.01%
+60
PSX icon
544
Phillips 66
PSX
$56.1B
$4.69K ﹤0.01%
+35
DLX icon
545
Deluxe
DLX
$935M
$4.65K ﹤0.01%
+240
MCK icon
546
McKesson
MCK
$99.9B
$4.64K ﹤0.01%
+6
FERG icon
547
Ferguson
FERG
$50.1B
$4.58K ﹤0.01%
+20
EME icon
548
Emcor
EME
$28.4B
$4.56K ﹤0.01%
+7
HI icon
549
Hillenbrand
HI
$2.24B
$4.51K ﹤0.01%
+167
PCY icon
550
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$4.51K ﹤0.01%
+209