WA
WESPAC Advisors Portfolio holdings
AUM
$143M
This Quarter Return
+12.19%
1 Year Return
+25.43%
3 Year Return
+64.29%
5 Year Return
+140.06%
10 Year Return
+362.67%
AUM
$134M
AUM Growth
+$134M
(+3.3%)
Cap. Flow
-$5.23M
Cap. Flow
% of AUM
-3.91%
Top 10 Holdings %
Top 10 Hldgs %
20.18%
Holding
191
New
49
Increased
21
Reduced
74
Closed
30
Top Buys
| 1 |
iShares MSCI India ETF
INDA
|
$2.22M |
| 2 |
iShares US Financials ETF
IYF
|
$1.74M |
| 3 |
Fiserv
FI
|
$1.41M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.29M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.27M |
Top Sells
Sector Composition
| 1 | Financials | 13.11% |
| 2 | Technology | 11.71% |
| 3 | Consumer Discretionary | 9.61% |
| 4 | Industrials | 5.93% |
| 5 | Healthcare | 5.47% |
