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
$443M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

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
in Stake
Capital Flow
376
-28,115