WESPAC ADVISORS SOCAL, LLC
WESPAC ADVISORS SOCAL, LLC runs WESPAC ADVISORS SOCAL, LLC and currently holds 118 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $470.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WESPAC ADVISORS SOCAL, LLC ranks #781 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WESPAC ADVISORS SOCAL, LLC's portfolio at WESPAC ADVISORS SOCAL, LLC has delivered returns of +15.86%. Their 3-year annualized return is +56.67%. Looking at the 5-year horizon, WESPAC ADVISORS SOCAL, LLC has achieved +60.45% annualized returns at WESPAC ADVISORS SOCAL, LLC.
Portfolio Value
$470.23M
Alpha Score
44.1
#781 of 1000
Holdings
118
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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