WA

Westfuller Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.44M
3
+$3.68M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$3.64M
5
VSGX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.8M 8.16%
+14,156
2
$6.44M 7.73%
+293,302
3
$3.68M 4.42%
+48,041
4
$3.64M 4.36%
+63,226
5
$3.24M 3.88%
+56,349
6
$3.07M 3.69%
+84,974
7
$3.02M 3.63%
+17,628
8
$2.88M 3.45%
+78,398
9
$2.51M 3.01%
+33,279
10
$2.3M 2.75%
+39,535
11
$2.22M 2.66%
+4,995
12
$2.06M 2.48%
+10,035
13
$2.04M 2.45%
+29,983
14
$1.99M 2.39%
+22,080
15
$1.69M 2.03%
+25,086
16
$1.67M 2.01%
+31,621
17
$1.66M 1.99%
+6,386
18
$1.61M 1.94%
+13,335
19
$1.49M 1.79%
+13,915
20
$1.49M 1.79%
+20,056
21
$1.44M 1.73%
+34,647
22
$1.39M 1.67%
+23,092
23
$1.36M 1.63%
+12,348
24
$1.23M 1.47%
+2,921
25
$1.2M 1.44%
+12,910
1
2 3