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
$398M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$16.9M
2 +$11.9M
3 +$10.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.14M
5
MCD icon
McDonald's
MCD
+$6.55M

Sector Composition

1 Technology 22.12%
2 Communication Services 7.6%
3 Consumer Staples 7.34%
4 Consumer Discretionary 4.88%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,508