WA

WESPAC Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.21M
3 +$1.25M
4
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$1.15M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Industrials 12.18%
2 Financials 9.43%
3 Energy 8.9%
4 Technology 8.51%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-22,098
152
0