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
$442M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$8.17M
3 +$3.28M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.21M
5
ETN icon
Eaton
ETN
+$2.66M

Top Sells

1 +$11.4M
2 +$9.14M
3 +$3.37M
4
ASML icon
ASML
ASML
+$2.88M
5
AVGO icon
Broadcom
AVGO
+$2.28M

Sector Composition

1 Technology 19.64%
2 Communication Services 7.36%
3 Industrials 5.99%
4 Consumer Staples 5.89%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,786
102
-235
103
-28,288