WA
Westfuller Advisors Portfolio holdings
AUM
$175M
This Quarter Return
+4.81%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.2%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$15.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.98M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.34M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$7.65M |
| 5 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$6.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Communication Services | 1.62% |
| 3 | Financials | 0.99% |
| 4 | Consumer Discretionary | 0.66% |
| 5 | Industrials | 0.19% |
