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
$245M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$219K 0.09%
+4,342
202
$219K 0.09%
+5,875
203
$218K 0.09%
+2,502
204
$217K 0.09%
+5,617
205
$211K 0.09%
+4,288
206
$209K 0.09%
+2,825
207
$208K 0.08%
+3,202
208
$207K 0.08%
+6,055
209
$207K 0.08%
+2,408
210
$203K 0.08%
+8,961
211
$203K 0.08%
+4,372
212
$201K 0.08%
+7,915
213
$200K 0.08%
+2,434
214
$194K 0.08%
+19,110
215
$188K 0.08%
+16,422
216
$185K 0.08%
+18,018
217
$183K 0.07%
+12,484
218
$182K 0.07%
+25,100
219
$177K 0.07%
+17,608
220
$175K 0.07%
+14,194
221
$174K 0.07%
+6,288
222
$169K 0.07%
+32,774
223
$164K 0.07%
+10,000
224
$145K 0.06%
+12,510
225
$138K 0.06%
+3,115