WA

Westfuller Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.58M
3
+$3.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
LLY icon
Eli Lilly
LLY
+$990K

Top Sells

1
+$3.08M
2
+$2.37M
3
+$2.18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$562K

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 4.41%
3 Financials 2.81%
4 Communication Services 2.63%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.43%
8,372
-941
52
$738K 0.42%
22,359
-3,456
53
$727K 0.41%
985
+533
54
$722K 0.41%
6,560
-349
55
$717K 0.41%
13,752
+101
56
$717K 0.41%
724
+315
57
$714K 0.41%
28,382
+234
58
$703K 0.4%
1,980
-132
59
$695K 0.4%
7,002
-12,248
60
$659K 0.38%
7,013
61
$645K 0.37%
2,991
+8
62
$626K 0.36%
22,980
63
$609K 0.35%
6,644
-607
64
$577K 0.33%
6,534
+39
65
$547K 0.31%
+3,580
66
$524K 0.3%
1,193
67
$516K 0.29%
6,304
+40
68
$495K 0.28%
+3,748
69
$495K 0.28%
8,268
+80
70
$488K 0.28%
5,886
+7
71
$477K 0.27%
4,355
72
$472K 0.27%
+13,230
73
$464K 0.26%
5,323
+50
74
$433K 0.25%
3,404
+6
75
$430K 0.25%
+1,348
1 2
3
4 5