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
$275M
AUM Growth
+$15.2M
(+5.9%)
Holding
129
Top Buys
| 1 | +$2.49M | |
| 2 | +$1.76M | |
| 3 | +$1.53M | |
| 4 |
EVMO
Eaton Vance Mortgage Opportunities ETF
EVMO
|
+$1.45M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.32M |
Top Sells
| 1 | +$1.5M | |
| 2 | +$1.45M | |
| 3 | +$466K | |
| 4 |
EVSD
Eaton Vance Short Duration Income ETF
EVSD
|
+$334K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$289K |
Sector Composition
| 1 | Industrials | 6.88% |
| 2 | Technology | 5.29% |
| 3 | Consumer Discretionary | 1.96% |
| 4 | Financials | 1.88% |
| 5 | Healthcare | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PayPal
PYPL
$40.7B
| – | – |
0
|
|
||
127
Novo Nordisk
NVO
$165B
| – | – |
0
|
|
||
128
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.43B
| – | – |
-13,482
|
|
||
129
JD.com
JD
$38.5B
| – | – |
0
|
|