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
701
$1.05K ﹤0.01%
+11
702
$1.04K ﹤0.01%
+22
703
$1.04K ﹤0.01%
+29
704
$1.03K ﹤0.01%
+25
705
$1.02K ﹤0.01%
+8
706
$1.01K ﹤0.01%
+14
707
$1K ﹤0.01%
+102
708
$1K ﹤0.01%
+6
709
$995 ﹤0.01%
+31
710
$971 ﹤0.01%
+9
711
$956 ﹤0.01%
+50
712
$952 ﹤0.01%
+14
713
$951 ﹤0.01%
+36
714
$942 ﹤0.01%
+21
715
$894 ﹤0.01%
+26
716
$890 ﹤0.01%
+5
717
$883 ﹤0.01%
+16
718
$815 ﹤0.01%
+38
719
$799 ﹤0.01%
+55
720
$787 ﹤0.01%
+18
721
$783 ﹤0.01%
+8
722
$773 ﹤0.01%
+27
723
$747 ﹤0.01%
+9
724
$728 ﹤0.01%
+46
725
$722 ﹤0.01%
+9
27 28
29
30 31