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WA

WESPAC Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.07M
3
+$2.06M
4
TXN icon
Texas Instruments
TXN
+$2.04M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.83M

Top Sells

1
+$3.23M
2
+$2.04M
3
+$2.04M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$1.8M
5
CHE icon
Chemed
CHE
+$1.78M

Sector Composition

1 Technology 10.57%
2 Financials 9.87%
3 Healthcare 9.66%
4 Real Estate 8.63%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-943
104
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-8,424
105
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-52,536
106
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-43,115
107
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-777
108
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-9,196
109
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-3,492
110
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-2,800
111
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-42,180
112
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113
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-1,236
114
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115
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-1,711
116
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-17,488
117
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-71,718
118
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-28,012
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5