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
526
$5.57K ﹤0.01%
+156
527
$5.54K ﹤0.01%
+40
528
$5.5K ﹤0.01%
+360
529
$5.49K ﹤0.01%
+19
530
$5.47K ﹤0.01%
+45
531
$5.46K ﹤0.01%
+82
532
$5.44K ﹤0.01%
+36
533
$5.38K ﹤0.01%
+485
534
$5.34K ﹤0.01%
+312
535
$5.28K ﹤0.01%
+17
536
$5.01K ﹤0.01%
+135
537
$4.97K ﹤0.01%
+89
538
$4.96K ﹤0.01%
+26
539
$4.95K ﹤0.01%
+26
540
$4.93K ﹤0.01%
+66
541
$4.93K ﹤0.01%
+19
542
$4.86K ﹤0.01%
+59
543
$4.79K ﹤0.01%
+60
544
$4.69K ﹤0.01%
+35
545
$4.65K ﹤0.01%
+240
546
$4.64K ﹤0.01%
+6
547
$4.58K ﹤0.01%
+20
548
$4.56K ﹤0.01%
+7
549
$4.51K ﹤0.01%
+167
550
$4.51K ﹤0.01%
+209
20 21
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