WAS
Westco Advisory Services Portfolio holdings
AUM
$156M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$156M
AUM Growth
-$7.24M
(-4.4%)
Holding
113
Top Buys
| 1 | +$1.26M | |
| 2 | +$818K | |
| 3 | +$724K | |
| 4 |
Costco
COST
|
+$682K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$506K |
Top Sells
| 1 | +$2M | |
| 2 | +$1.63M | |
| 3 | +$1.16M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$632K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$591K |
Sector Composition
| 1 | Financials | 27.56% |
| 2 | Technology | 20.32% |
| 3 | Industrials | 6.09% |
| 4 | Healthcare | 5.62% |
| 5 | Consumer Discretionary | 4.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
| $210K | 0.14% |
+2,875
|
|
||
102
AT&T
T
$176B
| $209K | 0.13% |
+7,204
|
|
||
103
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.87B
| $205K | 0.13% |
+10,796
|
|
||
104
State Street SPDR S&P Insurance ETF
KIE
$425M
| $204K | 0.13% |
3,705
|
|
||
105
Abbott
ABT
$153B
| – | – |
-1,957
|
|
||
106
Automatic Data Processing
ADP
$88B
| – | – |
-7,774
|
|
||
107
Ares Management
ARES
$28B
| – | – |
-7,202
|
|
||
|
108
Grayscale Bitcoin Trust
GBTC
$11.7B
| – | – |
-8,648
|
|
||
|
MRSH
109
Marsh
MRSH
$79.6B
| – | – |
-1,681
|
|
||
110
Oracle
ORCL
$546B
| – | – |
-1,232
|
|
||
111
Paychex
PAYX
$33.8B
| – | – |
-2,871
|
|
||
112
Universal Health Services
UHS
$9.83B
| – | – |
-945
|
|
||
113
Willis Towers Watson
WTW
$24.4B
| – | – |
-661
|
|