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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.98M
3
+$8.34M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.65M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$6.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.35%
2 Communication Services 1.62%
3 Financials 0.99%
4 Consumer Discretionary 0.66%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.46%
+7,697
52
$559K 0.4%
+17,871
53
$508K 0.37%
+6,187
54
$505K 0.36%
+8,353
55
$495K 0.36%
+2,487
56
$494K 0.35%
+5,936
57
$485K 0.35%
+2,901
58
$457K 0.33%
+1,190
59
$437K 0.31%
+1,589
60
$416K 0.3%
+1,467
61
$410K 0.29%
+12,346
62
$406K 0.29%
+4,548
63
$362K 0.26%
+4,820
64
$354K 0.25%
+3,292
65
$352K 0.25%
+2,324
66
$350K 0.25%
+3,173
67
$309K 0.22%
+11,777
68
$297K 0.21%
+2,196
69
$280K 0.2%
+1,021
70
$275K 0.2%
+1,576
71
$270K 0.19%
+7,351
72
$265K 0.19%
+2,212
73
$260K 0.19%
+1,047
74
$243K 0.17%
+424
75
$238K 0.17%
+268
1 2
3
4