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
76
$226K 0.16%
+2,566
77
$218K 0.16%
+4,565
78
$212K 0.15%
+362
79
$207K 0.15%
+333
80
$205K 0.15%
+3,156
81
$205K 0.15%
+783
82
$27.5K 0.02%
+10,110
1 2 3
4