WP

Wealthspan Partners Portfolio holdings

AUM $260M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$503K
2 +$322K
3 +$310K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$302K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$300K

Sector Composition

1 Industrials 8.14%
2 Technology 5.94%
3 Consumer Discretionary 2.97%
4 Energy 2.36%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,309