WA
Westfuller Advisors Portfolio holdings
AUM
$220M
1-Year Est. Return
12.66%
1 Year Est. Return
+12.66%
AUM
$220M
AUM Growth
+$44.6M
(+25%)
Holding
761
Top Buys
| 1 | +$3.29M | |
| 2 | +$2.49M | |
| 3 | +$2.25M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.02M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.77M |
Top Sells
| 1 | +$15.6M | |
| 2 | +$3.85M | |
| 3 | +$3.33M | |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$2.85M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
751
Otis Worldwide
OTIS
$33.8B
| $57 | ﹤0.01% |
+1
|
|
||
752
Chegg
CHGG
$98.7M
| $45 | ﹤0.01% |
+30
|
|
||
753
Organon & Co
OGN
$1.88B
| $39 | ﹤0.01% |
+4
|
|
||
754
F&G Annuities & Life
FG
$4.5B
| $30 | ﹤0.01% |
+1
|
|
||
755
Wolfspeed
WOLF
$570M
| $29 | ﹤0.01% |
+1
|
|
||
756
Rogers Communications
RCI
$20.3B
| $20 | ﹤0.01% |
+1
|
|
||
757
Beyond Meat
BYND
$585M
| $11 | ﹤0.01% |
+6
|
|
||
758
Mitsubishi UFJ Financial
MUFG
$188B
| – | – |
0
|
|
||
759
ING
ING
$76.7B
| – | – |
0
|
|
||
|
IVF
760
INVO Fertility Inc
IVF
$25.1M
| $1 | ﹤0.01% |
+1
|
|
||
|
761
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.05B
| – | – |
-44,207
|
|