WP
WealthSource Partners Portfolio holdings
AUM
$1.54B
1-Year Return
16.67%
This Quarter Return
+0.79%
1 Year Return
+16.67%
3 Year Return
+16.73%
5 Year Return
+65.74%
10 Year Return
–
AUM
$238M
AUM Growth
-$36.5M
(-13%)
Cap. Flow
-$36.9M
Cap. Flow
% of AUM
-15.53%
Top 10 Holdings %
Top 10 Hldgs %
29.81%
Holding
302
New
44
Increased
72
Reduced
109
Closed
57
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.72M |
| 2 |
SPDR S&P Bank ETF
KBE
|
$2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.91M |
| 4 |
iShares Global Tech ETF
IXN
|
$1.14M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 5.82% |
| 2 | Financials | 4.6% |
| 3 | Healthcare | 3.12% |
| 4 | Energy | 2.83% |
| 5 | Consumer Staples | 2.45% |
