We are live on ! Find out more
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
$136M
AUM Growth
+$773K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.7M
3
+$2.17M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.63M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$1.41M

Top Sells

1
+$3.1M
2
+$2.94M
3
+$2.44M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.95M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.88M

Sector Composition

1 Technology 12.57%
2 Financials 6.99%
3 Energy 5.77%
4 Consumer Staples 5.37%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,533
177
– –
-10,828
178
– –
-1,574
179
– –
-10,296
180
– –
-6,134
181
– –
-3,931
182
– –
-4,607
183
– –
-9,244
184
– –
-57,060
185
– –
-6,826
186
– –
-26,198
187
– –
-5,088
4 5 6 7
8