WA

WESPAC Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 25.43%
This Quarter Est. Return
1 Year Est. Return
+25.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
+$572K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.36M
3
+$2.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.06M
5
T icon
AT&T
T
+$1.76M

Top Sells

1
+$2.05M
2
+$1.99M
3
+$1.91M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.85M
5
AMGN icon
Amgen
AMGN
+$1.6M

Sector Composition

1 Industrials 14.66%
2 Technology 12.96%
3 Real Estate 6.99%
4 Financials 5.87%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.64%
+8,674
52
$558K 0.63%
21,954
+674
53
$535K 0.6%
9,318
-1,988
54
$524K 0.59%
7,746
-29,344
55
$505K 0.57%
32,050
+1,770
56
$485K 0.54%
+4,640
57
$472K 0.53%
+5,609
58
$457K 0.51%
+27,216
59
$452K 0.51%
+6,156
60
$448K 0.5%
23,604
+1,010
61
$444K 0.5%
8,965
-1,098
62
$439K 0.49%
7,844
63
$432K 0.48%
+16,332
64
$425K 0.48%
+13,242
65
$419K 0.47%
+3,064
66
$415K 0.47%
+6,974
67
$415K 0.47%
21,714
+374
68
$404K 0.45%
+8,601
69
$397K 0.45%
+11,395
70
$396K 0.44%
13,664
+972
71
$393K 0.44%
+3,806
72
$392K 0.44%
+6,104
73
$389K 0.44%
15,049
+2,974
74
$387K 0.43%
3,000
75
$376K 0.42%
9,480
+280
1 2
3
4 5