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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
$115M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.45M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.92M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.92M

Top Sells

1
+$2.66M
2
+$2.52M
3
+$2.2M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.02M
5
XRX icon
Xerox
XRX
+$1.9M

Sector Composition

1 Industrials 12.56%
2 Financials 10.24%
3 Energy 9.35%
4 Consumer Staples 7.48%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-30,520
152
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-8,251
153
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-5,780
154
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-23,647
155
– –
-14,970
156
– –
-5,509
157
– –
-2,117
158
– –
-85,013
159
– –
-16,095
160
– –
-8,490
161
– –
-343,560
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