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
$162M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$3.76M
3 +$3.15M
4
AAPL icon
Apple
AAPL
+$2.4M
5
GS icon
Goldman Sachs
GS
+$2.22M

Top Sells

1 +$1.49M
2 +$765K
3 +$637K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$344K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$315K

Sector Composition

1 Financials 16.39%
2 Technology 13.06%
3 Consumer Discretionary 8.45%
4 Industrials 6.44%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,464
177
-1,087