Asset Manager
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Westfuller Advisors, LLC
1185 AVENUE OF THE AMERICAS 3RD FLOOR, NEW YORK, NY 10036 • 212-542-5851
Market Value
$274M
+18.9%
Holdings
810
+18
New Purchases
61
Added To
261
Closed
51
Reduced
204
Top 10 Concentration
30.9%
Turnover
13.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 4.40% | 0.85% | +3.55% | $12M |
| VONG | 2.82% | 0.00% | +2.82% | $8M |
| CVLC | 1.73% | 0.26% | +1.47% | $5M |
| EFG | 1.28% | 0.16% | +1.12% | $4M |
| ESGV | 2.03% | 1.26% | +0.77% | $6M |
| EAGG | 1.57% | 1.01% | +0.57% | $4M |
| GOOG | 1.72% | 1.16% | +0.57% | $5M |
| VSGX | 2.42% | 2.01% | +0.41% | $7M |
| LRCX | 1.02% | 0.64% | +0.39% | $3M |
| AAPL | 3.58% | 3.23% | +0.35% | $10M |
| AMD | 0.38% | 0.04% | +0.34% | $1M |
| GOOGL | 1.59% | 1.28% | +0.31% | $4M |
| PANW | 0.64% | 0.34% | +0.30% | $2M |
| MSFT | 1.25% | 0.97% | +0.27% | $3M |
| JPM | 1.23% | 0.99% | +0.24% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SGOV | 0.00% | 10.44% | -10.44% | $0 |
| VBIL | 0.00% | 0.59% | -0.59% | $0 |
| NUBD | 2.53% | 3.06% | -0.53% | $7M |
| GLD | 1.26% | 1.77% | -0.51% | $3M |
| CMF | 1.46% | 1.70% | -0.24% | $4M |
| NYF | 0.64% | 0.87% | -0.23% | $2M |
| IEFA | 2.33% | 2.55% | -0.22% | $6M |
| BIV | 0.99% | 1.21% | -0.21% | $3M |
| VOO | 3.45% | 3.65% | -0.20% | $9M |
| SHY | 0.02% | 0.20% | -0.18% | $52K |
| WOMN | 1.32% | 1.49% | -0.17% | $4M |
| BSV | 1.03% | 1.21% | -0.17% | $3M |
| VYM | 0.55% | 0.72% | -0.17% | $2M |
| XMHQ | 0.52% | 0.66% | -0.14% | $1M |
| SUSB | 0.27% | 0.40% | -0.13% | $746K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 70.3% |
| Technology | 12.4% |
| Communication Services | 4.3% |
| Consumer Cyclical | 3.9% |
| Healthcare | 3.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 78 | $111M | 40.4% |
| Large Cap | 488 | $98M | 35.9% |
| Mid Cap | 178 | $26M | 9.4% |
| Small Cap | 49 | $28M | 10.3% |
| Micro Cap | 17 | $11M | 4.1% |
Portfolio Analytics
Avg Market Cap
$117.1B
Median Market Cap
$24.5B
Avg P/E
32.5
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
637
# ETFs / Funds
173
Top Holdings (810 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 4.40% | 16,094 | $12M | $748.67 | $10M | +13,087 | +435.2% | |
| 2 | GOVT | 3.65% | 439,520 | $10M | $22.78 | $1M | +62,106 | +16.5% | |
| 3 | AAPL | 3.58% | 33,909 | $10M | $289.36 | $2M | +4,596 | +15.7% | |
| 4 | VOO | 3.45% | 13,758 | $9M | $686.80 | $1M | -299 | -2.1% | |
| 5 | NVDA | 3.20% | 43,871 | $9M | $200.09 | $1M | +388 | +0.9% | |
| 6 | VONG | 2.82% | 60,500 | $8M | $127.81 | $8M | +60,480 | +302400.0% | |
| 7 | NUBD | 2.53% | 313,124 | $7M | $22.13 | -$110K | -3,909 | -1.2% | |
| 8 | AMZN | 2.49% | 28,647 | $7M | $238.34 | $1M | +962 | +3.5% | |
| 9 | VSGX | 2.42% | 80,589 | $7M | $82.34 | $2M | +16,131 | +25.0% | |
| 10 | IEFA | 2.33% | 66,104 | $6M | $96.58 | $505K | +1,156 | +1.8% | |
| 11 | AGG | 2.26% | 62,578 | $6M | $98.98 | $1M | +12,674 | +25.4% | |
| 12 | ESGV | 2.03% | 42,011 | $6M | $132.24 | $3M | +16,151 | +62.5% | |
| 13 | CVLC | 1.73% | 50,220 | $5M | $94.47 | $4M | +42,770 | +574.1% | |
| 14 | GOOG | 1.72% | 13,355 | $5M | $353.34 | $2M | +4,069 | +43.8% | |
| 15 | GOOGL | 1.59% | 12,205 | $4M | $357.37 | $1M | +1,948 | +19.0% | |
| 16 | EAGG | 1.57% | 91,000 | $4M | $47.41 | $2M | +42,275 | +86.8% | |
| 17 | CMF | 1.46% | 69,572 | $4M | $57.64 | $83K | +508 | +0.7% | |
| 18 | IVV | 1.39% | 5,103 | $4M | $748.85 | $561K | +112 | +2.2% | |
| 19 | WOMN | 1.32% | 85,395 | $4M | $42.40 | $183K | -1,480 | -1.7% | |
| 20 | EFG | 1.28% | 28,159 | $4M | $124.42 | $3M | +24,867 | +755.4% | |
| 21 | CHGX | 1.27% | 104,651 | $3M | $33.21 | $478K | -7,096 | -6.3% | |
| 22 | GLD | 1.26% | 9,354 | $3M | $368.39 | -$638K | -136 | -1.4% | |
| 23 | MSFT | 1.25% | 9,159 | $3M | $373.02 | $1M | +3,091 | +50.9% | |
| 24 | JSTC | 1.24% | 148,136 | $3M | $22.88 | $679K | +9,069 | +6.5% | |
| 25 | QQQ | 1.23% | 4,590 | $3M | $737.22 | $604K | -226 | -4.7% | |
| 26 | JPM | 1.23% | 10,306 | $3M | $327.34 | $1M | +2,559 | +33.0% | |
| 27 | BRK-B | 1.17% | 6,385 | $3M | $500.39 | $295K | +334 | +5.5% | |
| 28 | AVGO | 1.07% | 7,743 | $3M | $377.75 | $565K | +119 | +1.6% | |
| 29 | BSV | 1.03% | 36,374 | $3M | $77.91 | $57K | +963 | +2.7% | |
| 30 | LRCX | 1.02% | 6,468 | $3M | $433.61 | $1M | -376 | -5.5% | |
| 31 | BIV | 0.99% | 35,449 | $3M | $76.70 | -$61K | -567 | -1.6% | |
| 32 | DMXF | 0.99% | 32,125 | $3M | $84.60 | $275K | -254 | -0.8% | |
| 33 | JNJ | 0.96% | 10,413 | $3M | $253.96 | $827K | +2,979 | +40.1% | |
| 34 | NUSC | 0.96% | 50,276 | $3M | $52.12 | $968K | +13,595 | +37.1% | |
| 35 | LLY | 0.92% | 2,096 | $3M | $1,199.53 | $525K | -67 | -3.1% | |
| 36 | DGRO | 0.91% | 32,935 | $2M | $75.79 | $245K | +862 | +2.7% | |
| 37 | VTI | 0.85% | 6,290 | $2M | $370.02 | $315K | +18 | +0.3% | |
| 38 | VXUS | 0.83% | 26,542 | $2M | $85.49 | $231K | +117 | +0.4% | |
| 39 | ERET | 0.75% | 70,937 | $2M | $28.91 | $592K | +17,156 | +31.9% | |
| 40 | GS | 0.73% | 1,971 | $2M | $1,011.59 | $328K | +2 | +0.1% | |
| 41 | IGRO | 0.67% | 20,921 | $2M | $87.93 | $110K | +278 | +1.4% | |
| 42 | IAUM | 0.65% | 44,826 | $2M | $40.01 | $151K | +9,661 | +27.5% | |
| 43 | PANW | 0.64% | 5,158 | $2M | $341.02 | $966K | +214 | +4.3% | |
| 44 | NYF | 0.64% | 32,358 | $2M | $53.91 | -$258K | -5,333 | -14.2% | |
| 45 | NACP | 0.61% | 27,676 | $2M | $60.80 | $418K | +1,526 | +5.8% | |
| 46 | JQUA | 0.61% | 22,967 | $2M | $72.28 | $255K | +61 | +0.3% | |
| 47 | VEU | 0.58% | 19,090 | $2M | $83.75 | $157K | -104 | -0.5% | |
| 48 | VMBS | 0.57% | 33,553 | $2M | $46.81 | -$6K | -28 | -0.1% | |
| 49 | VYM | 0.55% | 9,594 | $2M | $158.03 | -$149K | -1,648 | -14.7% | |
| 50 | UNP | 0.55% | 5,514 | $1M | $272.00 | $275K | +468 | +9.3% | |
| 51 | XMHQ | 0.52% | 12,729 | $1M | $112.88 | -$93K | -2,073 | -14.0% | |
| 52 | NUEM | 0.49% | 31,661 | $1M | $42.44 | $175K | -157 | -0.5% | |
| 53 | VXF | 0.49% | 5,444 | $1M | $246.22 | $95K | -608 | -10.1% | |
| 54 | IBM | 0.48% | 4,702 | $1M | $281.20 | $187K | +17 | +0.4% | |
| 55 | COST | 0.44% | 1,292 | $1M | $935.18 | $196K | +276 | +27.2% | |
| 56 | SBUX | 0.44% | 11,787 | $1M | $102.19 | $200K | +574 | +5.1% | |
| 57 | IWM | 0.43% | 3,952 | $1M | $300.45 | $440K | +937 | +31.1% | |
| 58 | BNDX | 0.40% | 22,744 | $1M | $48.43 | $16K | +156 | +0.7% | |
| 59 | VEA | 0.40% | 15,408 | $1M | $71.25 | $595K | +7,559 | +96.3% | |
| 60 | AMD | 0.38% | 1,800 | $1M | $580.91 | $949K | +1,326 | +279.8% | |
| 61 | AXP | 0.38% | 3,069 | $1M | $338.21 | $98K | -39 | -1.2% | |
| 62 | META | 0.36% | 1,755 | $988K | $563.19 | -$7K | +15 | +0.9% | |
| 63 | DIS | 0.35% | 9,754 | $946K | $97.00 | $51K | +467 | +5.0% | |
| 64 | PEP | 0.33% | 6,654 | $901K | $135.40 | -$57K | +486 | +7.9% | |
| 65 | VNQ | 0.33% | 9,339 | $901K | $96.43 | $51K | -243 | -2.5% | |
| 66 | SPIB | 0.33% | 26,782 | $896K | $33.46 | -$50K | -1,428 | -5.1% | |
| 67 | VTWO | 0.32% | 7,119 | $864K | $121.42 | $161K | +100 | +1.4% | |
| 68 | NULG | 0.30% | 7,019 | $822K | $117.06 | $183K | — | — | |
| 69 | BNY | 0.28% | 5,350 | $774K | $144.61 | $88K | -433 | -7.5% | |
| 70 | SUSB | 0.27% | 29,839 | $746K | $24.99 | -$187K | -7,360 | -19.8% | |
| 71 | V | 0.27% | 2,172 | $745K | $343.06 | $294K | +680 | +45.6% | |
| 72 | IWF | 0.26% | 5,818 | $722K | $124.16 | $103K | +4,365 | +300.4% | |
| 73 | CSCO | 0.26% | 6,106 | $717K | $117.47 | $270K | +348 | +6.0% | |
| 74 | TSM | 0.25% | 1,451 | $694K | $478.39 | $207K | +12 | +0.8% | |
| 75 | TMO | 0.25% | 1,374 | $690K | $501.93 | $30K | +33 | +2.5% | |
| 76 | AMAT | 0.25% | 950 | $687K | $722.96 | $322K | -117 | -11.0% | |
| 77 | SPEM | 0.25% | 13,208 | $684K | $51.78 | $87K | +490 | +3.9% | |
| 78 | MU | 0.23% | 540 | $624K | $1,155.30 | $440K | -4 | -0.7% | |
| 79 | WMG | 0.23% | 22,980 | $622K | $27.07 | $35K | — | — | |
| 80 | REGL | 0.22% | 6,484 | $594K | $91.56 | $36K | +33 | +0.5% | |
| 81 | IYW | 0.21% | 2,330 | $588K | $252.27 | $165K | — | — | |
| 82 | TLT | 0.21% | 6,761 | $584K | $86.41 | $27K | +329 | +5.1% | |
| 83 | MA | 0.21% | 1,131 | $581K | $513.69 | $36K | +41 | +3.8% | |
| 84 | VUG | 0.19% | 6,203 | $534K | $86.13 | $83K | +5,170 | +500.5% | |
| 85 | ED | 0.19% | 4,829 | $534K | $110.64 | -$318 | +106 | +2.2% | |
| 86 | NXPI | 0.19% | 1,816 | $512K | $282.04 | $153K | — | — | |
| 87 | INTC | 0.18% | 3,576 | $499K | $139.65 | $318K | -529 | -12.9% | |
| 88 | HD | 0.18% | 1,370 | $483K | $352.73 | $36K | +10 | +0.7% | |
| 89 | VWO | 0.18% | 8,051 | $481K | $59.69 | $211K | +3,070 | +61.6% | |
| 90 | EFA | 0.17% | 4,362 | $453K | $103.89 | $41K | +116 | +2.7% | |
| 91 | ABBV | 0.15% | 1,648 | $415K | $251.68 | $297K | +1,105 | +203.5% | |
| 92 | WMT | 0.15% | 3,554 | $402K | $113.25 | $385K | +3,414 | +2438.6% | |
| 93 | MRK | 0.14% | 3,016 | $390K | $129.35 | $19K | -45 | -1.5% | |
| 94 | NSC | 0.14% | 1,204 | $379K | $314.56 | $26K | -23 | -1.9% | |
| 95 | BN | 0.13% | 8,649 | $368K | $42.59 | $19K | +8 | +0.1% | |
| 96 | CMCSA | 0.13% | 14,937 | $367K | $24.55 | -$69K | -254 | -1.7% | |
| 97 | KO | 0.13% | 4,482 | $367K | $81.80 | $213K | +2,474 | +123.2% | |
| 98 | JBL | 0.13% | 942 | $363K | $385.48 | — | +942 | — | NEW |
| 99 | ETN | 0.13% | 841 | $359K | $426.32 | $57K | -2 | -0.2% | |
| 100 | CB | 0.13% | 1,049 | $358K | $341.36 | $11K | -12 | -1.1% |