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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
$1.52B
AUM Growth
+$39.3M
(+2.7%)
Holding
532
Top Buys
| 1 | +$4.59M | |
| 2 | +$3.57M | |
| 3 | +$3.49M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.43M |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$1.8M |
Top Sells
| 1 | +$3.22M | |
| 2 | +$3.13M | |
| 3 | +$3.07M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$2.71M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$1.57M |
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Financials | 2.24% |
| 3 | Consumer Discretionary | 1.5% |
| 4 | Energy | 1.47% |
| 5 | Industrials | 1.46% |