WP

WealthPLAN Partners Portfolio holdings

AUM $667M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.6K 0.05%
+144
227
$13.5K 0.05%
+5,400
228
$13.3K 0.05%
+325
229
$13.2K 0.05%
+1,150
230
$13K 0.05%
+256
231
$12.9K 0.04%
+60
232
$12.7K 0.04%
+5,000
233
$12.7K 0.04%
+210
234
$12.6K 0.04%
+104
235
$12.6K 0.04%
+254
236
$12.4K 0.04%
+604
237
$12.3K 0.04%
+225
238
$12.2K 0.04%
+150
239
$12.1K 0.04%
+138
240
$12.1K 0.04%
+84
241
$12K 0.04%
+170
242
$11.9K 0.04%
+250
243
$11.9K 0.04%
+105
244
$11.9K 0.04%
+204
245
$11.9K 0.04%
+202
246
$11.6K 0.04%
+150
247
$11.6K 0.04%
+506
248
$11.5K 0.04%
+415
249
$11.4K 0.04%
+600
250
$11.4K 0.04%
+50
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