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
$133M
AUM Growth
+$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.31M
3
+$2.27M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
DLR icon
Digital Realty Trust
DLR
+$2.09M

Top Sells

1
+$3.56M
2
+$2.31M
3
+$2.13M
4
DD
Du Pont De Nemours E I
DD
+$2.09M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.95M

Sector Composition

1 Financials 11.29%
2 Consumer Staples 10.01%
3 Industrials 6.78%
4 Healthcare 6.08%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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-8,431
131
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-12,100
132
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-39,352
133
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-11,045
134
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-30,819
135
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-63,963
136
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-10,050
137
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-53,750
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6