WA

Westfuller Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
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

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
VNT icon
601
Vontier
VNT
$5.1B
$2.82K ﹤0.01%
+67
HAS icon
602
Hasbro
HAS
$13.1B
$2.81K ﹤0.01%
+37
VAW icon
603
Vanguard Materials ETF
VAW
$2.93B
$2.81K ﹤0.01%
+14
SHW icon
604
Sherwin-Williams
SHW
$79.2B
$2.79K ﹤0.01%
+8
NU icon
605
Nu Holdings
NU
$67.4B
$2.75K ﹤0.01%
+172
FN icon
606
Fabrinet
FN
$18B
$2.74K ﹤0.01%
+8
ANET icon
607
Arista Networks
ANET
$168B
$2.74K ﹤0.01%
+19
DASH icon
608
DoorDash
DASH
$70.1B
$2.72K ﹤0.01%
+10
AIT icon
609
Applied Industrial Technologies
AIT
$9.54B
$2.72K ﹤0.01%
+10
TFX icon
610
Teleflex
TFX
$4.74B
$2.67K ﹤0.01%
+22
VCTR icon
611
Victory Capital Holdings
VCTR
$4.27B
$2.65K ﹤0.01%
+41
WST icon
612
West Pharmaceutical
WST
$17B
$2.65K ﹤0.01%
+10
FCX icon
613
Freeport-McMoran
FCX
$81B
$2.63K ﹤0.01%
+67
ESE icon
614
ESCO Technologies
ESE
$6.83B
$2.58K ﹤0.01%
+12
GSK icon
615
GSK
GSK
$107B
$2.57K ﹤0.01%
+59
GEHC icon
616
GE HealthCare
GEHC
$32.3B
$2.55K ﹤0.01%
+34
ARM icon
617
Arm
ARM
$123B
$2.55K ﹤0.01%
+18
PLMR icon
618
Palomar
PLMR
$3.21B
$2.52K ﹤0.01%
+22
WY icon
619
Weyerhaeuser
WY
$16.9B
$2.52K ﹤0.01%
+101
MET icon
620
MetLife
MET
$44.3B
$2.5K ﹤0.01%
+30
TGT icon
621
Target
TGT
$53.1B
$2.49K ﹤0.01%
+28
MTN icon
622
Vail Resorts
MTN
$4.71B
$2.46K ﹤0.01%
+16
WCN icon
623
Waste Connections
WCN
$42.6B
$2.46K ﹤0.01%
+14
FBIN icon
624
Fortune Brands Innovations
FBIN
$5.18B
$2.46K ﹤0.01%
+46
MTD icon
625
Mettler-Toledo International
MTD
$23.9B
$2.46K ﹤0.01%
+2