WP

WealthSource Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 16.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.65M
3
+$6.45M
4
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$5.09M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$4.54M

Top Sells

1
+$4.34M
2
+$4.25M
3
+$3.81M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.21M
5
XLU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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