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
$164M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.5M
3
+$2.35M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.29M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.26M

Top Sells

1
+$1.96M
2
+$1.84M
3
+$1.79M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.1M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.06M

Sector Composition

1 Industrials 14.25%
2 Financials 13%
3 Real Estate 8.38%
4 Technology 7.46%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
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