WA

WESPAC Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.61M
3
+$1.56M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.48M
5
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$1.19M

Top Sells

1
+$4.27M
2
+$2.29M
3
+$1.88M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.79M
5
PLTR icon
Palantir
PLTR
+$1.55M

Sector Composition

1 Technology 7.94%
2 Financials 7.28%
3 Energy 4.9%
4 Industrials 3.93%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98.4K 0.08%
10,000
152
$49.1K 0.04%
12,978
+331
153
$2.01K ﹤0.01%
+200
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