WA

Westfuller Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.44M
3
+$3.68M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$3.64M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.4%
2 Financials 1.46%
3 Communication Services 1.42%
4 Consumer Discretionary 0.78%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.47%
+11,393
52
$388K 0.47%
+4,548
53
$361K 0.43%
+6,169
54
$336K 0.4%
+2,204
55
$324K 0.39%
+3,160
56
$275K 0.33%
+2,182
57
$266K 0.32%
+881
58
$265K 0.32%
+7,202
59
$256K 0.31%
+2,212
60
$251K 0.3%
+986
61
$241K 0.29%
+1,784
62
$219K 0.26%
+336
63
$210K 0.25%
+2,566
64
$207K 0.25%
+1,518
1 2
3