WA
WESPAC Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
26.97%
1 Year Est. Return
+26.97%
AUM
$171M
AUM Growth
+$28.1M
(+20%)
Holding
208
Top Buys
| 1 | +$3.11M | |
| 2 | +$2.27M | |
| 3 | +$2.2M | |
| 4 |
iShares Latin America 40 ETF
ILF
|
+$2.06M |
| 5 |
JPMorgan International Value ETF
JIVE
|
+$1.72M |
Top Sells
| 1 | +$2.49M | |
| 2 | +$2.07M | |
| 3 | +$1.32M | |
| 4 |
Gilead Sciences
GILD
|
+$1.05M |
| 5 |
abrdn Physical Platinum Shares ETF
PPLT
|
+$1.02M |
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Financials | 5.17% |
| 3 | Consumer Staples | 4.35% |
| 4 | Communication Services | 4.34% |
| 5 | Industrials | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
abrdn Physical Platinum Shares ETF
PPLT
$2.07B
| – | – |
-8,321
|
|
||
202
Schwab US Dividend Equity ETF
SCHD
$71.5B
| – | – |
-8,421
|
|
||
203
Vanguard FTSE Europe ETF
VGK
$28.3B
| – | – |
-26,749
|
|
||
204
VeriSign
VRSN
$23.6B
| – | – |
-3,423
|
|
||
|
WBA
205
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-46,269
|
|
||
206
State Street SPDR FactSet Innovative Technology ETF
XITK
$81.5M
| – | – |
-3,504
|
|
||
207
Zscaler
ZS
$38.5B
| – | – |
-1,018
|
|
||
|
WCMI
208
First Trust WCM International Equity ETF
WCMI
$733M
| – | – |
-10,010
|
|