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
626
$2.45K ﹤0.01%
+35
627
$2.45K ﹤0.01%
+12
628
$2.4K ﹤0.01%
+1,100
629
$2.4K ﹤0.01%
+8
630
$2.39K ﹤0.01%
+5
631
$2.38K ﹤0.01%
+20
632
$2.37K ﹤0.01%
+9
633
$2.27K ﹤0.01%
+17
634
$2.26K ﹤0.01%
+31
635
$2.26K ﹤0.01%
+48
636
$2.26K ﹤0.01%
+30
637
$2.24K ﹤0.01%
+11
638
$2.21K ﹤0.01%
+15
639
$2.2K ﹤0.01%
+74
640
$2.18K ﹤0.01%
+13
641
$2.15K ﹤0.01%
+10
642
$2.14K ﹤0.01%
+18
643
$2.12K ﹤0.01%
+32
644
$2.12K ﹤0.01%
+4
645
$2.12K ﹤0.01%
+22
646
$2.1K ﹤0.01%
+13
647
$2.09K ﹤0.01%
+62
648
$2.08K ﹤0.01%
+340
649
$2.05K ﹤0.01%
+54
650
$2.02K ﹤0.01%
+27
24 25
26
27 28