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
$96.7M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.52M
3 +$1.34M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.22M
5
RSG icon
Republic Services
RSG
+$1.19M

Top Sells

1 +$1.67M
2 +$1.47M
3 +$1.39M
4
XLNX
Xilinx Inc
XLNX
+$1.22M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.19M

Sector Composition

1 Industrials 10.08%
2 Real Estate 7.64%
3 Healthcare 7.11%
4 Consumer Discretionary 5.97%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-62,465
127
-25,748
128
-24,063
129
-5,335
130
-9,658