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
$86.4M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.87M
3 +$1.75M
4
ANDV
Andeavor
ANDV
+$1.7M
5
AMSF icon
AMERISAFE
AMSF
+$1.68M

Sector Composition

1 Industrials 13.68%
2 Consumer Staples 12.4%
3 Financials 8.89%
4 Consumer Discretionary 5.42%
5 Real Estate 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,465