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
576
$3.55K ﹤0.01%
+6
577
$3.48K ﹤0.01%
+123
578
$3.47K ﹤0.01%
+34
579
$3.38K ﹤0.01%
+157
580
$3.34K ﹤0.01%
+56
581
$3.25K ﹤0.01%
+158
582
$3.21K ﹤0.01%
+63
583
$3.2K ﹤0.01%
+66
584
$3.2K ﹤0.01%
+45
585
$3.19K ﹤0.01%
+24
586
$3.16K ﹤0.01%
+12
587
$3.12K ﹤0.01%
+25
588
$3.04K ﹤0.01%
+24
589
$3.04K ﹤0.01%
+50
590
$3.04K ﹤0.01%
+96
591
$3K ﹤0.01%
+10
592
$2.97K ﹤0.01%
+12
593
$2.95K ﹤0.01%
+252
594
$2.93K ﹤0.01%
+17
595
$2.87K ﹤0.01%
+300
596
$2.85K ﹤0.01%
+53
597
$2.84K ﹤0.01%
+245
598
$2.83K ﹤0.01%
+9
599
$2.83K ﹤0.01%
+16
600
$2.83K ﹤0.01%
+56
22 23
24
25 26