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
76
$362K 0.41%
+2,380
77
$361K 0.41%
+2,543
78
$351K 0.39%
3,892
+95
79
$330K 0.37%
+4,460
80
$323K 0.36%
6,660
-467
81
$322K 0.36%
+4,770
82
$311K 0.35%
+2,694
83
$300K 0.34%
5,424
-728
84
$299K 0.34%
2,680
85
$293K 0.33%
11,739
-506
86
$293K 0.33%
+1,934
87
$291K 0.33%
+12,890
88
$286K 0.32%
+11,370
89
$283K 0.32%
2,458
-3,150
90
$277K 0.31%
7,851
-1,031
91
$274K 0.31%
2,381
+741
92
$260K 0.29%
+21,690
93
$252K 0.28%
+11,897
94
$251K 0.28%
1,125
-26
95
$242K 0.27%
+1,974
96
$242K 0.27%
1,081
+91
97
$235K 0.26%
2,238
-115
98
$223K 0.25%
13,102
99
$219K 0.25%
1,840
+140
100
$216K 0.24%
4,039
-24,948
2 3
4
5 6