WA
Westfuller Advisors Portfolio holdings
AUM
$175M
This Quarter Return
+7.23%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$83.4M
AUM Growth
–
Cap. Flow
+$83.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.08%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.8M |
| 2 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$6.44M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$3.68M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$3.64M |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
$3.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Financials | 1.46% |
| 3 | Communication Services | 1.42% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Industrials | 0.3% |
