WP
WealthSource Partners Portfolio holdings
AUM
$1.54B
1-Year Return
16.67%
This Quarter Return
+3.1%
1 Year Return
+16.67%
3 Year Return
+16.73%
5 Year Return
+65.74%
10 Year Return
–
AUM
$245M
AUM Growth
–
Cap. Flow
+$245M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
238
New
238
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.92% |
| 2 | Financials | 3.34% |
| 3 | Healthcare | 3.12% |
| 4 | Communication Services | 3.06% |
| 5 | Energy | 2.52% |
