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
HSBC icon
626
HSBC
HSBC
$247B
$2.45K ﹤0.01%
+35
GTLS icon
627
Chart Industries
GTLS
$9.21B
$2.45K ﹤0.01%
+12
TE
628
T1 Energy Inc
TE
$1.07B
$2.4K ﹤0.01%
+1,100
MDB icon
629
MongoDB
MDB
$32.3B
$2.4K ﹤0.01%
+8
CAT icon
630
Caterpillar
CAT
$282B
$2.39K ﹤0.01%
+5
BDC icon
631
Belden
BDC
$4.74B
$2.38K ﹤0.01%
+20
IT icon
632
Gartner
IT
$16.8B
$2.37K ﹤0.01%
+9
WTFC icon
633
Wintrust Financial
WTFC
$9.19B
$2.27K ﹤0.01%
+17
SOLV icon
634
Solventum
SOLV
$14.8B
$2.26K ﹤0.01%
+31
BXP icon
635
Boston Properties
BXP
$11.2B
$2.26K ﹤0.01%
+30
KBR icon
636
KBR
KBR
$5.69B
$2.26K ﹤0.01%
+48
IWD icon
637
iShares Russell 1000 Value ETF
IWD
$68.2B
$2.24K ﹤0.01%
+11
HURN icon
638
Huron Consulting
HURN
$2.94B
$2.21K ﹤0.01%
+15
ANGL icon
639
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$2.2K ﹤0.01%
+74
BOOT icon
640
Boot Barn
BOOT
$6.05B
$2.18K ﹤0.01%
+13
MYRG icon
641
MYR Group
MYRG
$3.57B
$2.15K ﹤0.01%
+10
FSS icon
642
Federal Signal
FSS
$6.75B
$2.14K ﹤0.01%
+18
HSIC icon
643
Henry Schein
HSIC
$8.64B
$2.12K ﹤0.01%
+32
LII icon
644
Lennox International
LII
$17.8B
$2.12K ﹤0.01%
+4
SIMO icon
645
Silicon Motion
SIMO
$3.08B
$2.12K ﹤0.01%
+22
DOV icon
646
Dover
DOV
$26.2B
$2.1K ﹤0.01%
+13
VBTX
647
DELISTED
Veritex Holdings
VBTX
$2.09K ﹤0.01%
+62
LUMN icon
648
Lumen
LUMN
$9.16B
$2.08K ﹤0.01%
+340
NMIH icon
649
NMI Holdings
NMIH
$2.91B
$2.05K ﹤0.01%
+54
CASH icon
650
Pathward Financial
CASH
$1.67B
$2.02K ﹤0.01%
+27