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
$146M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.6M
3 +$2.08M
4
CEMB icon
iShares JPMorgan EM Corporate Bond ETF
CEMB
+$1.61M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.58M

Top Sells

1 +$1.48M
2 +$1.31M
3 +$1.26M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.03M
5
OUT icon
Outfront Media
OUT
+$704K

Sector Composition

1 Industrials 16.31%
2 Technology 13.13%
3 Real Estate 10.96%
4 Financials 9.38%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$208K 0.14%
+3,193
127
$206K 0.14%
+1,110
128
$204K 0.14%
+13,496
129
$157K 0.11%
+14,270
130
$115K 0.08%
+13,080
131
$107K 0.07%
35,000
132
$65K 0.04%
+2,167
133
-3,984
134
-24,006
135
-9,660
136
-121,190
137
-7,643
138
-6,379
139
-45,157
140
-26,930
141
-19,078
142
-3,814
143
-5,728
144
-10,302