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
726
$703 ﹤0.01%
+11
727
$683 ﹤0.01%
+19
728
$642 ﹤0.01%
+9
729
$627 ﹤0.01%
+25
730
$625 ﹤0.01%
+7
731
$601 ﹤0.01%
+8
732
$599 ﹤0.01%
+2
733
$579 ﹤0.01%
+44
734
$536 ﹤0.01%
+11
735
$535 ﹤0.01%
+4
736
$515 ﹤0.01%
+99
737
$464 ﹤0.01%
+11
738
$399 ﹤0.01%
+7
739
$335 ﹤0.01%
+15
740
$212 ﹤0.01%
+6
741
$210 ﹤0.01%
+11
742
$207 ﹤0.01%
+5
743
$193 ﹤0.01%
+20
744
$187 ﹤0.01%
+19
745
$176 ﹤0.01%
+56
746
$110 ﹤0.01%
+6
747
$109 ﹤0.01%
+3
748
$106 ﹤0.01%
+2
749
$78 ﹤0.01%
+27
750
$69 ﹤0.01%
+6
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