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
$143M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Sector Composition

1 Financials 12.42%
2 Industrials 10.2%
3 Technology 9.64%
4 Consumer Staples 6.85%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-43,184
152
-38,351
153
-1,880
154
-103,147
155
-8,743
156
-5,095
157
-5,636
158
-49,114
159
-9,547
160
-13,782
161
-20,890
162
-29,150
163
-18,235
164
-15,887
165
-16,142
166
-3,250
167
-12,719