WA

WESPAC Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
+$572K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.26M
3
+$2.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2M
5
T icon
AT&T
T
+$1.62M

Top Sells

1
+$2.05M
2
+$1.91M
3
+$1.89M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.85M
5
AMGN icon
Amgen
AMGN
+$1.6M

Sector Composition

1 Industrials 14.66%
2 Technology 12.96%
3 Real Estate 6.99%
4 Financials 5.87%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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