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
$128M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.4M
3
+$1.09M
4
IAK icon
iShares US Insurance ETF
IAK
+$1.01M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$943K

Top Sells

1
+$5.92M
2
+$2.41M
3
+$1.81M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.56M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$1.36M

Sector Composition

1 Technology 14.85%
2 Energy 6.61%
3 Healthcare 6.46%
4 Financials 5.17%
5 Consumer Staples 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
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