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
601
$2.82K ﹤0.01%
+67
602
$2.81K ﹤0.01%
+37
603
$2.81K ﹤0.01%
+14
604
$2.79K ﹤0.01%
+8
605
$2.75K ﹤0.01%
+172
606
$2.74K ﹤0.01%
+8
607
$2.74K ﹤0.01%
+19
608
$2.72K ﹤0.01%
+10
609
$2.72K ﹤0.01%
+10
610
$2.67K ﹤0.01%
+22
611
$2.65K ﹤0.01%
+41
612
$2.65K ﹤0.01%
+10
613
$2.63K ﹤0.01%
+67
614
$2.58K ﹤0.01%
+12
615
$2.57K ﹤0.01%
+59
616
$2.55K ﹤0.01%
+34
617
$2.55K ﹤0.01%
+18
618
$2.52K ﹤0.01%
+22
619
$2.52K ﹤0.01%
+101
620
$2.5K ﹤0.01%
+30
621
$2.49K ﹤0.01%
+28
622
$2.46K ﹤0.01%
+16
623
$2.46K ﹤0.01%
+14
624
$2.46K ﹤0.01%
+2
625
$2.46K ﹤0.01%
+46
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