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
651
$1.93K ﹤0.01%
+15
652
$1.9K ﹤0.01%
+33
653
$1.87K ﹤0.01%
+5
654
$1.86K ﹤0.01%
+50
655
$1.81K ﹤0.01%
+106
656
$1.79K ﹤0.01%
+300
657
$1.77K ﹤0.01%
+14
658
$1.74K ﹤0.01%
+95
659
$1.73K ﹤0.01%
+40
660
$1.71K ﹤0.01%
+14
661
$1.7K ﹤0.01%
+71
662
$1.69K ﹤0.01%
+6
663
$1.68K ﹤0.01%
+6
664
$1.67K ﹤0.01%
+83
665
$1.65K ﹤0.01%
+7
666
$1.64K ﹤0.01%
+73
667
$1.57K ﹤0.01%
+23
668
$1.54K ﹤0.01%
+133
669
$1.54K ﹤0.01%
+19
670
$1.54K ﹤0.01%
+30
671
$1.51K ﹤0.01%
+103
672
$1.48K ﹤0.01%
+49
673
$1.47K ﹤0.01%
+12
674
$1.45K ﹤0.01%
+25
675
$1.43K ﹤0.01%
+15
25 26
27
28 29