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
$87.8M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.91M
3
+$1.61M
4
FCX icon
Freeport-McMoran
FCX
+$1.44M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$1.18M

Top Sells

1
+$2.57M
2
+$1.88M
3
+$1.17M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.03M
5
GILD icon
Gilead Sciences
GILD
+$1.01M

Sector Composition

1 Industrials 13.57%
2 Energy 9.12%
3 Financials 9.06%
4 Consumer Staples 7.02%
5 Materials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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