WP

WealthSpring Partners Portfolio holdings

AUM $134M
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1 +$361K
2 +$307K
3 +$272K
4
SWKS icon
Skyworks Solutions
SWKS
+$259K
5
CLX icon
Clorox
CLX
+$208K

Top Sells

1 +$2.72M
2 +$994K
3 +$637K
4
BAC icon
Bank of America
BAC
+$577K
5
ABT icon
Abbott
ABT
+$571K

Sector Composition

1 Technology 8.4%
2 Financials 4.92%
3 Consumer Staples 2.67%
4 Consumer Discretionary 2.61%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$765K 0.59%
5,836
+14
27
$749K 0.58%
14,328
+36
28
$741K 0.57%
27,502
+1,254
29
$735K 0.57%
1,906
+42
30
$695K 0.54%
6,678
+4
31
$695K 0.54%
6,940
-102
32
$694K 0.54%
7,090
+38
33
$688K 0.53%
13,048
+188
34
$636K 0.49%
2,155
+2
35
$611K 0.47%
7,924
+28
36
$575K 0.45%
6,506
37
$544K 0.42%
6,008
+12
38
$535K 0.41%
1,874
39
$525K 0.41%
7,118
+8
40
$513K 0.4%
7,687
-1,230
41
$497K 0.38%
4,782
-60
42
$475K 0.37%
2,108
+2
43
$471K 0.36%
8,618
+2,400
44
$462K 0.36%
4,215
+10
45
$460K 0.36%
4,164
+8
46
$443K 0.34%
2,086
47
$433K 0.33%
5,228
+126
48
$390K 0.3%
10,436
-556
49
$384K 0.3%
2,858
+4
50
$379K 0.29%
2,378
-4,000