WP
WealthSpring Partners Portfolio holdings
AUM
$134M
This Quarter Return
-5.06%
1 Year Return
+15.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.6%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$16.5M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$10.8M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.92M |
| 4 |
Invesco Water Resources ETF
PHO
|
$8.27M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$6.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 5.61% |
| 3 | Healthcare | 4.32% |
| 4 | Consumer Staples | 3.61% |
| 5 | Consumer Discretionary | 2.83% |
