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
$246M
+12.5%
Holdings
820
+69
New Purchases
70
Added To
275
Closed
63
Reduced
189
Top 10 Concentration
35.5%
Turnover
16.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SGOV | 10.23% | 4.25% | +5.98% | $25M |
| VBIL | 1.32% | 0.00% | +1.32% | $3M |
| NYF | 1.06% | 0.38% | +0.68% | $3M |
| NVDA | 3.15% | 2.73% | +0.43% | $8M |
| CVLC | 0.25% | 0.00% | +0.25% | $626K |
| AGG | 1.49% | 1.24% | +0.24% | $4M |
| LLY | 1.00% | 0.81% | +0.19% | $2M |
| IEFA | 2.23% | 2.06% | +0.17% | $5M |
| GOOGL | 1.30% | 1.14% | +0.17% | $3M |
| GOOG | 1.42% | 1.25% | +0.16% | $3M |
| IONQ | 0.09% | 0.00% | +0.09% | $225K |
| USRT | 0.08% | 0.00% | +0.08% | $200K |
| IVV | 1.18% | 1.11% | +0.07% | $3M |
| LQD | 0.07% | 0.01% | +0.06% | $169K |
| UL | 0.06% | 0.00% | +0.06% | $143K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMZN | 2.74% | 3.15% | -0.41% | $7M |
| NUBD | 2.86% | 3.19% | -0.33% | $7M |
| VSGX | 2.42% | 2.74% | -0.32% | $6M |
| MSFT | 1.32% | 1.63% | -0.31% | $3M |
| VOO | 3.55% | 3.86% | -0.31% | $9M |
| CHGX | 1.21% | 1.51% | -0.30% | $3M |
| BIV | 1.18% | 1.45% | -0.27% | $3M |
| ESGV | 2.36% | 2.59% | -0.23% | $6M |
| BSV | 1.27% | 1.50% | -0.22% | $3M |
| GOVT | 2.59% | 2.81% | -0.21% | $6M |
| AAPL | 3.38% | 3.58% | -0.20% | $8M |
| IAUM | 0.38% | 0.57% | -0.19% | $936K |
| EAGG | 1.57% | 1.77% | -0.19% | $4M |
| BRK-B | 1.24% | 1.42% | -0.18% | $3M |
| VMBS | 0.72% | 0.89% | -0.17% | $2M |
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 | 77 | $82M | 33.5% |
| Large Cap | 474 | $106M | 43.1% |
| Mid Cap | 186 | $26M | 10.5% |
| Small Cap | 67 | $23M | 9.3% |
| Micro Cap | 16 | $9M | 3.5% |
Portfolio Analytics
Avg Market Cap
$113.0B
Median Market Cap
$22.9B
Avg P/E
33.0
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
646
# ETFs / Funds
174
Top Holdings (820 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | 10.23% | 250,651 | $25M | $100.38 | $16M | +158,395 | +171.7% | |
| 2 | VOO | 3.55% | 13,920 | $9M | $627.15 | $295K | +185 | +1.4% | |
| 3 | AAPL | 3.38% | 30,560 | $8M | $271.86 | $479K | -185 | -0.6% | |
| 4 | NVDA | 3.15% | 41,615 | $8M | $186.50 | $2M | +9,660 | +30.2% | |
| 5 | NUBD | 2.86% | 315,007 | $7M | $22.35 | $61K | +4,137 | +1.3% | |
| 6 | AMZN | 2.74% | 29,152 | $7M | $230.82 | -$151K | -2,182 | -7.0% | |
| 7 | GOVT | 2.59% | 276,831 | $6M | $23.03 | $240K | +11,518 | +4.3% | |
| 8 | VSGX | 2.42% | 83,250 | $6M | $71.62 | -$36K | -3,214 | -3.7% | |
| 9 | ESGV | 2.36% | 48,023 | $6M | $120.96 | $142K | +173 | +0.4% | |
| 10 | IEFA | 2.23% | 61,334 | $5M | $89.46 | $987K | +9,798 | +19.0% | |
| 11 | GLD | 1.65% | 10,269 | $4M | $396.30 | $197K | -626 | -5.8% | |
| 12 | EAGG | 1.57% | 80,914 | $4M | $47.85 | $13K | +565 | +0.7% | |
| 13 | CMF | 1.53% | 65,421 | $4M | $57.46 | $63K | +623 | +1.0% | |
| 14 | AGG | 1.49% | 36,632 | $4M | $99.88 | $939K | +9,501 | +35.0% | |
| 15 | WOMN | 1.46% | 86,602 | $4M | $41.52 | $76K | +35 | +0.0% | |
| 16 | QQQ | 1.42% | 5,685 | $3M | $614.35 | $223K | +245 | +4.5% | |
| 17 | GOOG | 1.42% | 11,094 | $3M | $313.80 | $741K | -158 | -1.4% | |
| 18 | MSFT | 1.32% | 6,716 | $3M | $483.64 | -$324K | -180 | -2.6% | |
| 19 | VBIL | 1.32% | 42,962 | $3M | $75.43 | — | +42,962 | — | NEW |
| 20 | GOOGL | 1.30% | 10,245 | $3M | $313.01 | $718K | +7 | +0.1% | |
| 21 | BSV | 1.27% | 39,705 | $3M | $78.81 | -$140K | -1,719 | -4.2% | |
| 22 | BRK-B | 1.24% | 6,050 | $3M | $502.65 | -$63K | -125 | -2.0% | |
| 23 | CHGX | 1.21% | 109,052 | $3M | $27.19 | -$330K | -11,608 | -9.6% | |
| 24 | BIV | 1.18% | 37,392 | $3M | $77.88 | -$259K | -3,219 | -7.9% | |
| 25 | IVV | 1.18% | 4,222 | $3M | $684.97 | $466K | +598 | +16.5% | |
| 26 | JSTC | 1.10% | 133,815 | $3M | $20.29 | $15K | +991 | +0.8% | |
| 27 | AVGO | 1.07% | 7,588 | $3M | $346.10 | $117K | -18 | -0.2% | |
| 28 | NYF | 1.06% | 48,655 | $3M | $53.51 | $2M | +33,158 | +214.0% | |
| 29 | LLY | 1.00% | 2,287 | $2M | $1,074.76 | $686K | -36 | -1.6% | |
| 30 | DMXF | 0.99% | 32,379 | $2M | $75.16 | $61K | +1,049 | +3.4% | |
| 31 | DGRO | 0.95% | 33,547 | $2M | $69.42 | $60K | +215 | +0.7% | |
| 32 | JPM | 0.91% | 6,910 | $2M | $322.24 | $89K | +134 | +2.0% | |
| 33 | VTI | 0.86% | 6,319 | $2M | $335.28 | $69K | +91 | +1.5% | |
| 34 | VXUS | 0.79% | 25,734 | $2M | $75.44 | $85K | +459 | +1.8% | |
| 35 | SPY | 0.76% | 2,728 | $2M | $683.98 | $65K | +32 | +1.2% | |
| 36 | IGRO | 0.75% | 22,165 | $2M | $82.77 | $79K | +134 | +0.6% | |
| 37 | VMBS | 0.72% | 37,526 | $2M | $47.08 | -$174K | -3,801 | -9.2% | |
| 38 | GS | 0.72% | 2,009 | $2M | $878.84 | $166K | — | — | |
| 39 | NUSC | 0.67% | 36,656 | $2M | $44.65 | $37K | +371 | +1.0% | |
| 40 | XMHQ | 0.64% | 15,309 | $2M | $102.42 | $54K | +882 | +6.1% | |
| 41 | VYM | 0.63% | 10,843 | $2M | $143.53 | $30K | +11 | +0.1% | |
| 42 | JNJ | 0.63% | 7,443 | $2M | $206.94 | $161K | +3 | +0.0% | |
| 43 | JQUA | 0.59% | 22,841 | $1M | $63.18 | -$187K | -3,078 | -11.9% | |
| 44 | UNP | 0.55% | 5,801 | $1M | $231.31 | -$32K | -13 | -0.2% | |
| 45 | NACP | 0.52% | 26,150 | $1M | $49.27 | $41K | — | — | |
| 46 | META | 0.47% | 1,736 | $1M | $659.95 | -$124K | +7 | +0.4% | |
| 47 | AXP | 0.47% | 3,094 | $1M | $369.95 | $86K | -94 | -3.0% | |
| 48 | NUEM | 0.46% | 31,589 | $1M | $35.58 | $36K | +1,095 | +3.6% | |
| 49 | LRCX | 0.45% | 6,475 | $1M | $171.54 | -$118K | -2,684 | -29.3% | |
| 50 | DIS | 0.44% | 9,405 | $1M | $114.52 | -$14K | -123 | -1.3% | |
| 51 | BNDX | 0.41% | 20,833 | $1M | $48.32 | -$10K | +274 | +1.3% | |
| 52 | SBUX | 0.40% | 11,829 | $996K | $84.21 | -$46K | -489 | -4.0% | |
| 53 | SHV | 0.39% | 8,755 | $964K | $110.15 | -$3K | — | — | |
| 54 | COST | 0.39% | 1,115 | $962K | $862.61 | -$95K | -27 | -2.4% | |
| 55 | IAUM | 0.38% | 21,771 | $936K | $42.99 | -$317K | -10,771 | -33.1% | |
| 56 | V | 0.38% | 2,664 | $934K | $350.73 | $10K | -42 | -1.6% | |
| 57 | PANW | 0.37% | 5,000 | $921K | $184.20 | -$94K | +16 | +0.3% | |
| 58 | PEP | 0.37% | 6,211 | $900K | $144.96 | $27K | -9 | -0.1% | |
| 59 | VEU | 0.35% | 11,827 | $870K | $73.56 | $40K | +200 | +1.7% | |
| 60 | SPIB | 0.35% | 25,603 | $866K | $33.81 | -$148K | -4,301 | -14.4% | |
| 61 | VXF | 0.34% | 4,001 | $837K | $209.12 | -$100K | -472 | -10.6% | |
| 62 | TMO | 0.32% | 1,355 | $786K | $579.99 | $131K | +7 | +0.5% | |
| 63 | VNQ | 0.32% | 8,803 | $779K | $88.49 | -$215K | -2,071 | -19.1% | |
| 64 | IWM | 0.30% | 3,009 | $741K | $246.20 | $15K | +10 | +0.3% | |
| 65 | SUSB | 0.30% | 28,957 | $731K | $25.24 | $6K | +334 | +1.2% | |
| 66 | WMG | 0.29% | 22,980 | $705K | $30.67 | -$78K | — | — | |
| 67 | BIL | 0.28% | 7,670 | $701K | $91.38 | $95K | +1,068 | +16.2% | |
| 68 | IWF | 0.28% | 1,452 | $687K | $473.24 | $146K | +298 | +25.8% | |
| 69 | NULG | 0.28% | 7,019 | $686K | $97.80 | -$11K | +6 | +0.1% | |
| 70 | TIP | 0.27% | 6,095 | $670K | $109.92 | -$45K | -333 | -5.2% | |
| 71 | BNY | 0.27% | 5,763 | $669K | $116.08 | $758 | -370 | -6.0% | |
| 72 | ERET | 0.27% | 24,871 | $664K | $26.71 | $50K | +2,561 | +11.5% | |
| 73 | MA | 0.26% | 1,117 | $638K | $570.88 | -$46K | -86 | -7.2% | |
| 74 | CVLC | 0.25% | 7,435 | $626K | $84.24 | — | +7,435 | — | NEW |
| 75 | VTWO | 0.25% | 6,100 | $607K | $99.53 | $11K | +7 | +0.1% | |
| 76 | TLT | 0.23% | 6,406 | $558K | $87.16 | -$35K | -228 | -3.4% | |
| 77 | REGL | 0.22% | 6,412 | $540K | $84.22 | -$3K | +46 | +0.7% | |
| 78 | VUG | 0.21% | 1,066 | $520K | $487.94 | -$18K | -55 | -4.9% | |
| 79 | SHY | 0.19% | 5,702 | $472K | $82.82 | -$103 | +8 | +0.1% | |
| 80 | CB | 0.19% | 1,506 | $472K | $313.19 | $52K | +26 | +1.8% | |
| 81 | IYW | 0.19% | 2,329 | $465K | $199.66 | $9K | +1 | +0.0% | |
| 82 | CMCSA | 0.19% | 15,339 | $458K | $29.89 | -$78K | -1,749 | -10.2% | |
| 83 | CSCO | 0.19% | 5,925 | $456K | $77.04 | $56K | +78 | +1.3% | |
| 84 | HD | 0.19% | 1,325 | $456K | $344.09 | -$70K | +27 | +2.1% | |
| 85 | VGIT | 0.18% | 7,450 | $446K | $59.93 | -$49K | -810 | -9.8% | |
| 86 | TSM | 0.18% | 1,440 | $439K | $304.78 | $5K | -111 | -7.2% | |
| 87 | VFH | 0.17% | 3,213 | $429K | $133.51 | -$15K | -167 | -4.9% | |
| 88 | IGV | 0.17% | 4,030 | $426K | $105.69 | -$38K | — | — | |
| 89 | VEA | 0.17% | 6,726 | $420K | $62.47 | $24K | +111 | +1.7% | |
| 90 | VIG | 0.17% | 1,854 | $408K | $219.82 | $13K | +32 | +1.8% | |
| 91 | NXPI | 0.16% | 1,856 | $405K | $218.16 | -$68K | -210 | -10.2% | |
| 92 | BN | 0.16% | 8,641 | $397K | $45.89 | $2K | +2,879 | +50.0% | |
| 93 | TJX | 0.16% | 2,559 | $393K | $153.63 | $47K | +164 | +6.8% | |
| 94 | ECL | 0.16% | 1,489 | $392K | $263.26 | -$29K | -46 | -3.0% | |
| 95 | BGRN | 0.16% | 8,137 | $390K | $47.94 | -$575 | +20 | +0.2% | |
| 96 | NOW | 0.16% | 2,543 | $390K | $153.21 | -$74K | +2,039 | +404.6% | |
| 97 | INTU | 0.16% | 578 | $383K | $662.53 | -$75K | -93 | -13.9% | |
| 98 | IEF | 0.15% | 3,959 | $381K | $96.17 | -$1K | — | — | |
| 99 | EFG | 0.15% | 3,292 | $375K | $113.92 | $132 | — | — | |
| 100 | PYPL | 0.15% | 6,374 | $372K | $58.38 | -$116K | -898 | -12.3% |