WESPAC ADVISORS LLC Overview
Wespac Advisors Llc is an investment advisor that manages 752.6 MM dollars in regulatory AUM and has 15 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 06/30/20. The fund's latest filing disclosed 88MM in positions, representing 12% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/20. The fund's latest filing disclosed 88MM in positions, representing 12% of the manager's regulatory AUM.
WESPAC ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESPAC ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SHY | 4.2% | ETF | 0.06% | -0.09% | 0 | 11% | ||
| DVY | 3.31% | ETF | 0.91% | -0.2% | 0 | 6% | ||
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FEATURED IN
WESPAC ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Renee T. Szu | President | August-2008 |
| John C. Williams | Chief Compliance Officer | May-2011 |
WESPAC ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WESPAC ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
WA engages in various types of analysis and research to assist in formulating investment advice for clients through the strategies that WA manages. We utilize fundamental research obtained through Standard & Poor’s, Argus, and Schwab, among others. We also use technical research obtained through Dorsey, Wright & Associates, one of the primary proponents of point & figure charting, a type of technical analysis that looks at the movements of security prices on charts. The synthesis of these types of analysis help us decide in which securities we want to invest based on their overall valuation levels and growth stories. In addition, it also helps us to determine price targets, good entry points for various securities, areas of relative strength in the financial markets, and proper price levels to set stop loss points in portfolios where we may to engage in risk management.
For clients where we directly ma...
Unlock Full Investment Process Description
WA engages in various types of analysis and research to assist in formulating investment advice for clients through the strategies that WA manages. We utilize fundamental research obtained through Standard & Poor’s, Argus, and Schwab, among others. We also use technical research obtained through Dorsey, Wright & Associates, one of the primary proponents of point & figure charting, a type of technical analysis that looks at the movements of security prices on charts. The synthesis of these types of analysis help us decide in which securities we want to invest based on their overall valuation levels and growth stories. In addition, it also helps us to determine price targets, good entry points for various securities, areas of relative strength in the financial markets, and proper price levels to set stop loss points in portfolios where we may to engage in risk management.
For clients where we directly ma...
Unlock Full Investment Process Description
WESPAC ADVISORS LLC Portfolio Concentration
WESPAC ADVISORS LLC Location
519 17TH STREET
5TH FLOOR
OAKLAND, California
UNITED STATES, 94612
5TH FLOOR
OAKLAND, California
UNITED STATES, 94612
WESPAC ADVISORS LLC Contact Information
Phone Number: 510-287-5255
Fax Number: 510-287-5282
Website: http://www.wespac.net
Fax Number: 510-287-5282
Website: http://www.wespac.net
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