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
$172M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.51M
3
+$1.25M
4
CVX icon
Chevron
CVX
+$1.22M
5
XOM icon
Exxon Mobil
XOM
+$1.2M

Top Sells

1
+$1.45M
2
+$901K
3
+$815K
4
SJB icon
ProShares Short High Yield
SJB
+$663K
5
MRK icon
Merck
MRK
+$608K

Sector Composition

1 Technology 11.51%
2 Healthcare 7.53%
3 Energy 6.39%
4 Financials 5.82%
5 Industrials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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179
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180
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182
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183
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184
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185
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-948
186
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4 5 6 7
8