WA
WESPAC Advisors Portfolio holdings
AUM
$143M
This Quarter Return
+1.97%
1 Year Return
+25.43%
3 Year Return
+64.29%
5 Year Return
+140.06%
10 Year Return
+362.67%
AUM
$65.8M
AUM Growth
–
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.74%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$2.28M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.78M |
| 3 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$1.72M |
| 4 |
Exxon Mobil
XOM
|
$1.53M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 8.11% |
| 2 | Energy | 8.07% |
| 3 | Technology | 7.92% |
| 4 | Financials | 6.29% |
| 5 | Industrials | 5.67% |
