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
$358M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.34M
3
+$3.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3M

Top Sells

1
+$2.96M
2
+$2.43M
3
+$1.84M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$1.57M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.49M

Sector Composition

1 Technology 5.24%
2 Financials 3.92%
3 Industrials 2.37%
4 Healthcare 2.36%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
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