WP
WealthSpring Partners Portfolio holdings
AUM
$134M
1-Year Est. Return
15.14%
1 Year Est. Return
+15.14%
AUM
$138M
AUM Growth
+$8.91M
(+6.9%)
Holding
80
Top Buys
| 1 | +$2.79M | |
| 2 | +$1.21M | |
| 3 | +$897K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$851K |
| 5 |
Costco
COST
|
+$731K |
Top Sells
| 1 | +$1.27M | |
| 2 | +$956K | |
| 3 | +$735K | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$688K |
| 5 |
AB InBev
BUD
|
+$513K |
Sector Composition
| 1 | Technology | 9.08% |
| 2 | Financials | 5.04% |
| 3 | Consumer Staples | 3.12% |
| 4 | Consumer Discretionary | 2.82% |
| 5 | Energy | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-1,906
|
|
||
|
77
AB InBev
BUD
$127B
| – | – |
-7,687
|
|
||
|
78
Dimensional US Small Cap ETF
DFAS
$12.1B
| – | – |
-13,048
|
|
||
79
iShares ESG Aware MSCI USA ETF
ESGU
$15B
| – | – |
-2,897
|
|
||
80
iShares Preferred and Income Securities ETF
PFF
$14.2B
| – | – |
-6,768
|
|