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
$131M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.65M
3
+$7.01M
4
AMZN icon
Amazon
AMZN
+$4.85M
5
GLD icon
SPDR Gold Trust
GLD
+$2.83M

Top Sells

1
+$2.22M
2
+$1.85M
3
+$1.61M
4
NTST
NETSTREIT Corp
NTST
+$1.56M
5
CSX icon
CSX Corp
CSX
+$1.32M

Sector Composition

1 Technology 24.09%
2 Consumer Staples 8.96%
3 Healthcare 7.4%
4 Energy 6.26%
5 Communication Services 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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