WA
Westfuller Advisors Portfolio holdings
AUM
$220M
1-Year Est. Return
12.66%
1 Year Est. Return
+12.66%
AUM
$175M
AUM Growth
+$25.6M
(+17%)
Holding
115
Top Buys
| 1 | +$7.27M | |
| 2 | +$5.08M | |
| 3 | +$3.39M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.42M |
| 5 |
Starbucks
SBUX
|
+$1.01M |
Top Sells
| 1 | +$3.08M | |
| 2 | +$2.58M | |
| 3 | +$2.29M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.21M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$569K |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $232K | 0.13% |
4,693
+14
|
|
||
102
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$884M
| $216K | 0.12% |
2,187
+17
|
|
||
103
Broadcom
AVGO
$1.68T
| $215K | 0.12% |
+781
|
|
||
104
TJX Companies
TJX
$162B
| $215K | 0.12% |
1,742
-280
|
|
||
105
Cisco
CSCO
$282B
| $214K | 0.12% |
3,087
-596
|
|
||
106
Thermo Fisher Scientific
TMO
$215B
| $210K | 0.12% |
+517
|
|
||
107
iShares Environmentally Aware Real Estate ETF
ERET
$9.86M
| $207K | 0.12% |
+7,794
|
|
||
108
Analog Devices
ADI
$113B
| $207K | 0.12% |
+871
|
|
||
109
Automatic Data Processing
ADP
$102B
| $207K | 0.12% |
667
-89
|
|
||
110
Accenture
ACN
$149B
| $201K | 0.11% |
671
+22
|
|
||
111
Hecla Mining
HL
$9.95B
| $87.9K | 0.05% |
14,678
+8
|
|
||
112
Cemex
CX
$14.9B
| $76.3K | 0.04% |
11,013
+36
|
|
||
|
SJT
113
San Juan Basin Royalty Trust
SJT
$285M
| $68.4K | 0.04% |
11,430
|
|
||
114
Nokia
NOK
$36.6B
| $58.2K | 0.03% |
11,236
+59
|
|
||
|
CHGX
115
DELISTED
AXS Change Finance ESG ETF
CHGX
| – | – |
-83,583
|
|