WA
WESPAC Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
26.97%
1 Year Est. Return
+26.97%
AUM
$143M
AUM Growth
+$20.3M
(+17%)
Holding
203
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.84M | |
| 3 | +$1.48M | |
| 4 |
Vanguard Industrials ETF
VIS
|
+$1.35M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$1.29M |
Top Sells
| 1 | +$2.82M | |
| 2 | +$1.65M | |
| 3 | +$1.38M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.1M |
| 5 |
Oneok
OKE
|
+$969K |
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Consumer Staples | 6.08% |
| 3 | Financials | 5.46% |
| 4 | Communication Services | 4.76% |
| 5 | Utilities | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cintas
CTAS
$74.4B
| – | – |
-1,035
|
|
||
|
ANSS
202
DELISTED
Ansys
ANSS
| – | – |
-731
|
|
||
203
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.04B
| – | – |
-24,901
|
|