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
$293M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.74M
3
+$2.67M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$2.49M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.28M

Top Sells

1
+$6.53M
2
+$3.19M
3
+$1.82M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$955K
5
AMLP icon
Alerian MLP ETF
AMLP
+$842K

Sector Composition

1 Technology 5.27%
2 Financials 4.58%
3 Energy 2.88%
4 Healthcare 2.87%
5 Consumer Discretionary 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
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