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WealthSource Partners Portfolio holdings
AUM
$1.54B
1-Year Est. Return
16.68%
This Fund
S&P 500
1 Year Est. Return
+16.68%
AUM
$443M
AUM Growth
+$97.1M
(+28%)
Holding
376
Top Buys
| 1 | +$7.41M | |
| 2 | +$6.65M | |
| 3 | +$6.45M | |
| 4 |
ALPS International Sector Dividend Dogs ETF
IDOG
|
+$5.09M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$4.54M |
Top Sells
| 1 | +$4.34M | |
| 2 | +$4.25M | |
| 3 | +$3.81M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$3.21M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$2.83M |
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Financials | 3.63% |
| 3 | Healthcare | 2.39% |
| 4 | Energy | 1.94% |
| 5 | Consumer Discretionary | 1.82% |