WP
Wealthspan Partners Portfolio holdings
AUM
$284M
1-Year Est. Return
19.86%
This Fund
S&P 500
1 Year Est. Return
+19.86%
AUM
$284M
AUM Growth
+$8.92M
(+3.2%)
Holding
131
Top Buys
| 1 | +$4.59M | |
| 2 | +$706K | |
| 3 | +$682K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$561K |
| 5 |
Eaton Vance Short Duration Municipal Income ETF
EVSM
|
+$351K |
Top Sells
| 1 | +$634K | |
| 2 | +$255K | |
| 3 | +$252K | |
| 4 |
Eaton Vance Floating-Rate ETF
EVLN
|
+$251K |
| 5 |
Palantir
PLTR
|
+$219K |
Sector Composition
| 1 | Industrials | 7.96% |
| 2 | Technology | 4.38% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Energy | 1.69% |
| 5 | Financials | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Bitcoin Trust
IBIT
$53.3B
| – | – |
-5,130
|
|
||
127
IBM
IBM
$309B
| – | – |
-684
|
|
||
128
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
| – | – |
-1,347
|
|
||
|
129
Palantir
PLTR
$365B
| – | – |
-1,231
|
|
||
130
PayPal
PYPL
$39.3B
| – | – |
0
|
|
||
131
SoundHound AI
SOUN
$3.82B
| – | – |
0
|
|