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
551
$4.49K ﹤0.01%
+9
552
$4.49K ﹤0.01%
+89
553
$4.43K ﹤0.01%
+26
554
$4.41K ﹤0.01%
+31
555
$4.35K ﹤0.01%
+29
556
$4.33K ﹤0.01%
+50
557
$4.29K ﹤0.01%
+1
558
$4.26K ﹤0.01%
+24
559
$4.17K ﹤0.01%
+118
560
$4.11K ﹤0.01%
+54
561
$4.09K ﹤0.01%
+13
562
$4.07K ﹤0.01%
+83
563
$4.04K ﹤0.01%
+29
564
$4.04K ﹤0.01%
+70
565
$3.96K ﹤0.01%
+25
566
$3.96K ﹤0.01%
+447
567
$3.91K ﹤0.01%
+147
568
$3.89K ﹤0.01%
+5
569
$3.87K ﹤0.01%
+11
570
$3.81K ﹤0.01%
+17
571
$3.77K ﹤0.01%
+19
572
$3.75K ﹤0.01%
+18
573
$3.68K ﹤0.01%
+81
574
$3.64K ﹤0.01%
+26
575
$3.56K ﹤0.01%
+13
21 22
23
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