WAS

WESPAC Advisors SoCal Portfolio holdings

AUM $448M
1-Year Est. Return 25.37%
This Quarter Est. Return
1 Year Est. Return
+25.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$964K
3
+$281K
4
HIMX
Himax Technologies
HIMX
+$227K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$201K

Top Sells

1
+$3.22M
2
+$742K
3
+$236K
4
NVDA icon
NVIDIA
NVDA
+$207K
5
INTC icon
Intel
INTC
+$197K

Sector Composition

1 Technology 23.68%
2 Industrials 13.11%
3 Financials 12.92%
4 Healthcare 12.2%
5 Communication Services 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
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