38. WealthSource

Rank: 38
Location: San Luis Obispo, CA
Total Assets: $1,928,232,704
ETF Assets: $1,164,395,648
Website: www.wealthsource.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 255
Total Value of All ETF Holdings: $1,164,395,648
Number of Issuers: 33
Number of Sectors: 50
  • Top 5 ETF Holdings
    1. SCHX: $159,688,910
    2. ESGU: $104,461,772
    3. SPAB: $94,288,098
    4. EFG: $40,229,454
    5. EFV: $39,648,981
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Total Bond Market
    3. Foreign Large Cap Equities
    4. Mortgage Backed Securities
    5. Asia Pacific Equities
  • Top 5 ETF Issuers
    1. Schwab
    2. State Street SPDR
    3. iShares
    4. Vanguard
    5. Invesco

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.wealthsource.com 2023 Top 100 ETF Power Users