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
$106M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$7.6M
2 +$3.38M
3 +$2.62M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.37M
5
MRK icon
Merck
MRK
+$2.2M

Sector Composition

1 Consumer Staples 11.96%
2 Healthcare 8.78%
3 Technology 5.9%
4 Real Estate 5.26%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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130
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137
-2,501