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
76
$423K 0.24%
2,056
77
$403K 0.23%
2,327
+1
78
$386K 0.22%
8,101
+15
79
$382K 0.22%
12,459
+42
80
$379K 0.22%
3,959
81
$375K 0.21%
6,583
+52
82
$369K 0.21%
3,292
83
$355K 0.2%
7,237
+60
84
$348K 0.2%
5,005
+38
85
$345K 0.2%
1,517
+4
86
$342K 0.2%
131
+24
87
$324K 0.18%
2,196
-41
88
$304K 0.17%
7,401
89
$293K 0.17%
2,772
-3
90
$287K 0.16%
700
91
$285K 0.16%
+1,000
92
$272K 0.16%
1,063
+6
93
$269K 0.15%
2,262
+20
94
$267K 0.15%
339
+6
95
$260K 0.15%
1,046
96
$252K 0.14%
+494
97
$250K 0.14%
378
+1
98
$246K 0.14%
902
-128
99
$245K 0.14%
907
-115
100
$244K 0.14%
+3,285
1 2 3
4
5