WA
WESPAC Advisors Portfolio holdings
AUM
$143M
This Quarter Return
-3.12%
1 Year Return
+25.43%
3 Year Return
+64.29%
5 Year Return
+140.06%
10 Year Return
+362.67%
AUM
$57M
AUM Growth
+$57M
(-57%)
Cap. Flow
-$72.3M
Cap. Flow
% of AUM
-126.83%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
118
New
5
Increased
6
Reduced
50
Closed
54
Top Buys
Top Sells
| 1 |
First Trust Health Care AlphaDEX Fund
FXH
|
$3.93M |
| 2 |
Kinder Morgan
KMI
|
$3.09M |
| 3 |
First Trust Financials AlphaDEX Fund
FXO
|
$3.03M |
| 4 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$2.71M |
| 5 |
AbbVie
ABBV
|
$2.69M |
Sector Composition
| 1 | Consumer Staples | 13.26% |
| 2 | Financials | 11.21% |
| 3 | Industrials | 8.74% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Real Estate | 4.01% |
