WP
WealthSource Partners Portfolio holdings
AUM
$1.54B
This Quarter Return
-9.26%
1 Year Return
+16.67%
3 Year Return
+16.73%
5 Year Return
+65.74%
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(-9%)
Cap. Flow
+$2.2M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
21.98%
Holding
357
New
43
Increased
126
Reduced
120
Closed
57
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Financials | 4.46% |
| 3 | Healthcare | 2.79% |
| 4 | Energy | 2.51% |
| 5 | Communication Services | 1.79% |