WAS

WESPAC Advisors SoCal Portfolio holdings

AUM $492M
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$797K
3
+$250K
4
DOX icon
Amdocs
DOX
+$214K
5
FTV icon
Fortive
FTV
+$109K

Top Sells

1
+$3.25M
2
+$1.37M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$966K
5
EW icon
Edwards Lifesciences
EW
+$844K

Sector Composition

1 Technology 18.88%
2 Healthcare 14.96%
3 Industrials 14.03%
4 Communication Services 10.79%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
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