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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
$247M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.24M
3
+$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

1
+$499K
2
+$446K
3
+$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

1 Technology 13.02%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
126
iShares MSCI EAFE ETF
EFA
$76.8B
$263K 0.11%
2,740
+1,081
VWO icon
127
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$258K 0.1%
4,808
+91
RTX icon
128
RTX Corp
RTX
$247B
$258K 0.1%
1,406
-17
BLV icon
129
Vanguard Long-Term Bond ETF
BLV
$5.84B
$257K 0.1%
3,701
+56
TPC
130
Tutor Perini Cor
TPC
$4.03B
$257K 0.1%
3,834
SPEM icon
131
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$254K 0.1%
5,417
+2,128
ADI icon
132
Analog Devices
ADI
$208B
$245K 0.1%
903
+2
AVAV icon
133
AeroVironment
AVAV
$8.7B
$242K 0.1%
1,000
CRWD icon
134
CrowdStrike
CRWD
$176B
$241K 0.1%
514
+20
CRM icon
135
Salesforce
CRM
$135B
$239K 0.1%
900
-261
ABT icon
136
Abbott
ABT
$154B
$231K 0.09%
1,848
-807
FTNT icon
137
Fortinet
FTNT
$110B
$228K 0.09%
2,877
+105
SLV icon
138
iShares Silver Trust
SLV
$33.9B
$226K 0.09%
3,510
IONQ icon
139
IonQ
IONQ
$22.8B
$225K 0.09%
5,009
+4,892
VTEI icon
140
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$224K 0.09%
2,226
+23
NVS icon
141
Novartis
NVS
$289B
$224K 0.09%
1,628
NEM icon
142
Newmont
NEM
$113B
$221K 0.09%
2,211
IBM icon
143
IBM
IBM
$253B
$219K 0.09%
738
+28
SPGI icon
144
S&P Global
SPGI
$126B
$207K 0.08%
395
-16
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$205K 0.08%
1,717
+3
USRT icon
146
iShares Core US REIT ETF
USRT
$4.22B
$200K 0.08%
+3,506
BBVA icon
147
Banco Bilbao Vizcaya Argentaria
BBVA
$132B
$199K 0.08%
8,535
WELL icon
148
Welltower
WELL
$150B
$195K 0.08%
1,052
-12
AZN icon
149
AstraZeneca
AZN
$275B
$192K 0.08%
2,084
-42
EMR icon
150
Emerson Electric
EMR
$82.1B
$189K 0.08%
1,421
+161
4 5
6
7 8