WP

Wealthspan Partners Portfolio holdings

AUM $241M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$752K
3 +$479K
4
VUG icon
Vanguard Growth ETF
VUG
+$419K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$364K

Top Sells

1 +$481K
2 +$310K
3 +$282K
4
AXON icon
Axon Enterprise
AXON
+$206K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$151K

Sector Composition

1 Industrials 7.7%
2 Technology 7.12%
3 Consumer Discretionary 2.99%
4 Energy 2.22%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.16%
+1,163
77
-915
78
-3,835