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
MSCI icon
576
MSCI
MSCI
$45.3B
$3.55K ﹤0.01%
+6
KMI icon
577
Kinder Morgan
KMI
$62.2B
$3.48K ﹤0.01%
+123
MLI icon
578
Mueller Industries
MLI
$14.7B
$3.47K ﹤0.01%
+34
PGNY icon
579
Progyny
PGNY
$2.11B
$3.38K ﹤0.01%
+157
BUD icon
580
AB InBev
BUD
$133B
$3.34K ﹤0.01%
+56
DTCR icon
581
Global X Data Center & Digital Infrastructure ETF
DTCR
$909M
$3.25K ﹤0.01%
+158
UHAL.B icon
582
U-Haul Holding Co Series N
UHAL.B
$9.98B
$3.21K ﹤0.01%
+63
DT icon
583
Dynatrace
DT
$12B
$3.2K ﹤0.01%
+66
SYF icon
584
Synchrony
SYF
$28.9B
$3.2K ﹤0.01%
+45
MIDD icon
585
Middleby
MIDD
$7.48B
$3.19K ﹤0.01%
+24
MAR icon
586
Marriott International
MAR
$87.5B
$3.16K ﹤0.01%
+12
CLX icon
587
Clorox
CLX
$13.4B
$3.12K ﹤0.01%
+25
MTSI icon
588
MACOM Technology Solutions
MTSI
$16.5B
$3.04K ﹤0.01%
+24
O icon
589
Realty Income
O
$56.4B
$3.04K ﹤0.01%
+50
SRVR icon
590
Pacer Data & Infrastructure Real Estate ETF
SRVR
$396M
$3.04K ﹤0.01%
+96
WAT icon
591
Waters Corp
WAT
$23.1B
$3K ﹤0.01%
+10
STE icon
592
Steris
STE
$26.4B
$2.97K ﹤0.01%
+12
DBRG icon
593
DigitalBridge
DBRG
$2.81B
$2.95K ﹤0.01%
+252
ENSG icon
594
The Ensign Group
ENSG
$10.5B
$2.93K ﹤0.01%
+17
ACHR icon
595
Archer Aviation
ACHR
$6.5B
$2.87K ﹤0.01%
+300
LVS icon
596
Las Vegas Sands
LVS
$39.9B
$2.85K ﹤0.01%
+53
PGX icon
597
Invesco Preferred ETF
PGX
$4.05B
$2.84K ﹤0.01%
+245
SITM icon
598
SiTime
SITM
$9.69B
$2.83K ﹤0.01%
+9
LGND icon
599
Ligand Pharmaceuticals
LGND
$3.8B
$2.83K ﹤0.01%
+16
BALL icon
600
Ball Corp
BALL
$15B
$2.83K ﹤0.01%
+56