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
$152M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$2.39M
3 +$2.36M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.83M
5
LADR
Ladder Capital
LADR
+$1.25M

Top Sells

1 +$2.44M
2 +$2.23M
3 +$2.12M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
RSG icon
Republic Services
RSG
+$2.12M

Sector Composition

1 Industrials 17.82%
2 Real Estate 11.11%
3 Technology 9.46%
4 Financials 9.34%
5 Materials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,940
152
-33,276
153
-3,193
154
-59,493