WP

WealthSource Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.92%
2 Financials 3.34%
3 Healthcare 3.12%
4 Communication Services 3.06%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$108K 0.04%
+1,067
227
$103K 0.04%
+2,672
228
$91K 0.04%
+15,500
229
$87K 0.04%
+27,067
230
$82K 0.03%
+2,720
231
$48K 0.02%
+1,384
232
$44K 0.02%
+15,051
233
$39K 0.02%
+220
234
$28K 0.01%
+18
235
$9K ﹤0.01%
+1,800