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
$220M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.2M
3
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

1
+$15.6M
2
+$3.81M
3
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
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
176
$150K 0.07%
+1,795
177
$149K 0.07%
+418
178
$149K 0.07%
+3,510
179
$148K 0.07%
+588
180
$146K 0.07%
+2,188
181
$144K 0.07%
+1,420
182
$143K 0.06%
+147
183
$137K 0.06%
+2,337
184
$137K 0.06%
+423
185
$136K 0.06%
+787
186
$135K 0.06%
+667
187
$134K 0.06%
+827
188
$132K 0.06%
+868
189
$130K 0.06%
+4,751
190
$129K 0.06%
+369
191
$129K 0.06%
+1,593
192
$129K 0.06%
+2,592
193
$127K 0.06%
+1,004
194
$126K 0.06%
+1,025
195
$125K 0.06%
+2,342
196
$123K 0.06%
+387
197
$122K 0.06%
+128
198
$122K 0.06%
+471
199
$122K 0.06%
+3,560
200
$121K 0.05%
+818
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