WP
WealthSource Partners Portfolio holdings
AUM
$1.54B
This Quarter Return
+5.79%
1 Year Return
+16.67%
3 Year Return
+16.73%
5 Year Return
+65.74%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$1.25B
(+9%)
Cap. Flow
+$45.7M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
39.72%
Holding
576
New
70
Increased
201
Reduced
235
Closed
35
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.23% |
| 2 | Financials | 3.32% |
| 3 | Healthcare | 2.31% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Communication Services | 1.97% |