WA

WESPAC Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 27.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.8M
3
+$1.79M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.52M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$983K

Top Sells

1
+$1.49M
2
+$1.42M
3
+$1.09M
4
AMAT icon
Applied Materials
AMAT
+$1.06M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$985K

Sector Composition

1 Technology 13.56%
2 Energy 5.15%
3 Consumer Staples 5.08%
4 Healthcare 5.01%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
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