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
$102M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$2.17M
3 +$2.12M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.95M

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
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-28,012