WAS
WESPAC Advisors SoCal Portfolio holdings
AUM
$448M
1-Year Return
25.37%
This Quarter Return
+8.36%
1 Year Return
+25.37%
3 Year Return
+99.75%
5 Year Return
+158.63%
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
273
New
271
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Kroger
KR
|
$6.36M |
| 2 |
Apple
AAPL
|
$6.3M |
| 3 |
GE Aerospace
GE
|
$5.89M |
| 4 |
Accenture
ACN
|
$5.65M |
| 5 |
UnitedHealth
UNH
|
$5.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.87% |
| 2 | Healthcare | 14.34% |
| 3 | Consumer Staples | 13.33% |
| 4 | Industrials | 11.48% |
| 5 | Financials | 11.09% |
