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
$247M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$3.24M
3 +$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

1 +$499K
2 +$446K
3 +$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

1 Technology 13.03%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DASH icon
651
DoorDash
DASH
$79.7B
$2.27K ﹤0.01%
10
MYRG icon
652
MYR Group
MYRG
$4.17B
$2.26K ﹤0.01%
10
NMIH icon
653
NMI Holdings
NMIH
$2.94B
$2.19K ﹤0.01%
54
ANGL icon
654
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$2.17K ﹤0.01%
74
ACB
655
Aurora Cannabis
ACB
$198M
$2.11K ﹤0.01%
500
+200
SIMO icon
656
Silicon Motion
SIMO
$4.21B
$2.08K ﹤0.01%
22
HII icon
657
Huntington Ingalls Industries
HII
$16.5B
$1.99K ﹤0.01%
6
DAN icon
658
Dana Inc
DAN
$3.7B
$1.98K ﹤0.01%
83
ARM icon
659
Arm
ARM
$128B
$1.97K ﹤0.01%
18
FSS icon
660
Federal Signal
FSS
$6.83B
$1.95K ﹤0.01%
18
VONG icon
661
Vanguard Russell 1000 Growth ETF
VONG
$36.8B
$1.95K ﹤0.01%
16
+7
CASH icon
662
Pathward Financial
CASH
$1.98B
$1.94K ﹤0.01%
27
KBR icon
663
KBR
KBR
$5.1B
$1.93K ﹤0.01%
48
QYLD icon
664
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.33B
$1.88K ﹤0.01%
106
KEX icon
665
Kirby Corp
KEX
$6.99B
$1.86K ﹤0.01%
17
GLIBK
666
GCI Liberty Inc Series C
GLIBK
$1.49B
$1.86K ﹤0.01%
50
IESC icon
667
IES Holdings
IESC
$8.49B
$1.83K ﹤0.01%
5
VOD icon
668
Vodafone
VOD
$33.8B
$1.79K ﹤0.01%
133
EFSC icon
669
Enterprise Financial Services Corp
EFSC
$2.07B
$1.78K ﹤0.01%
33
BMO icon
670
Bank of Montreal
BMO
$102B
$1.78K ﹤0.01%
14
KRG icon
671
Kite Realty
KRG
$5.35B
$1.78K ﹤0.01%
74
+1
MTRN icon
672
Materion
MTRN
$3.12B
$1.76K ﹤0.01%
14
ICUI icon
673
ICU Medical
ICUI
$3.38B
$1.74K ﹤0.01%
12
IBP icon
674
Installed Building Products
IBP
$8.43B
$1.74K ﹤0.01%
7
EBF icon
675
Ennis
EBF
$536M
$1.74K ﹤0.01%
96
+1