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
$143M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$3.3M
3
+$3.12M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.98M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.48M

Top Sells

1
+$3.47M
2
+$2.72M
3
+$2.45M
4
DD icon
DuPont de Nemours
DD
+$2.43M
5
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$2.4M

Sector Composition

1 Financials 12.42%
2 Industrials 10.2%
3 Technology 9.64%
4 Consumer Staples 6.85%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
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