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
$1.25B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$18.6M
2 +$5.15M
3 +$3.22M
4
GLD icon
SPDR Gold Trust
GLD
+$2.66M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.94M

Sector Composition

1 Technology 6.23%
2 Financials 3.32%
3 Healthcare 2.31%
4 Consumer Discretionary 2.16%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-1,267