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
676
$1.42K ﹤0.01%
+35
677
$1.42K ﹤0.01%
+39
678
$1.41K ﹤0.01%
+17
679
$1.41K ﹤0.01%
+23
680
$1.41K ﹤0.01%
+17
681
$1.41K ﹤0.01%
+30
682
$1.37K ﹤0.01%
+18
683
$1.36K ﹤0.01%
+14
684
$1.36K ﹤0.01%
+41
685
$1.31K ﹤0.01%
+50
686
$1.31K ﹤0.01%
+19
687
$1.3K ﹤0.01%
+92
688
$1.28K ﹤0.01%
+11
689
$1.28K ﹤0.01%
+38
690
$1.21K ﹤0.01%
+11
691
$1.21K ﹤0.01%
+49
692
$1.21K ﹤0.01%
+27
693
$1.21K ﹤0.01%
+21
694
$1.19K ﹤0.01%
+36
695
$1.12K ﹤0.01%
+4
696
$1.09K ﹤0.01%
+46
697
$1.08K ﹤0.01%
+9
698
$1.08K ﹤0.01%
+48
699
$1.05K ﹤0.01%
+9
700
$1.05K ﹤0.01%
+11
26 27
28
29 30