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
$181M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.27M
3 +$793K
4
VUG icon
Vanguard Growth ETF
VUG
+$757K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$739K

Top Sells

1 +$363K
2 +$275K
3 +$225K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$172K
5
DNP icon
DNP Select Income Fund
DNP
+$93.5K

Sector Composition

1 Industrials 7.28%
2 Technology 6.37%
3 Consumer Discretionary 2.67%
4 Healthcare 2.14%
5 Energy 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$155K 0.09%
+13,482
102
$147K 0.08%
+11,771
103
$73.5K 0.04%
+11,116
104
-2,605