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
$100M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.86M
3 +$1.8M
4
CINF icon
Cincinnati Financial
CINF
+$1.79M
5
CHE icon
Chemed
CHE
+$1.78M

Top Sells

1 +$3.47M
2 +$3.05M
3 +$2.96M
4
VZ icon
Verizon
VZ
+$2.76M
5
PCAR icon
PACCAR
PCAR
+$2.7M

Sector Composition

1 Financials 9.85%
2 Healthcare 8.96%
3 Real Estate 8.83%
4 Technology 7.03%
5 Energy 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,628
127
-8,631
128
-12,134
129
-5,664
130
-17,230
131
-11,957
132
-9,623