WP
Wealthspan Partners Portfolio holdings
AUM
$241M
This Quarter Return
+9.16%
1 Year Return
+15.96%
3 Year Return
+60.73%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$19.5M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$10.5M |
| 3 |
Vanguard Value ETF
VTV
|
$9.18M |
| 4 |
Deere & Co
DE
|
$6.99M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$6.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Industrials | 6.71% |
| 3 | Consumer Discretionary | 3.58% |
| 4 | Healthcare | 2.01% |
| 5 | Consumer Staples | 1.48% |
