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
$622M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$4.82M
3
+$3.99M
4
MO icon
Altria Group
MO
+$3.41M
5
SWK icon
Stanley Black & Decker
SWK
+$3.24M

Top Sells

1
+$7.89M
2
+$3.64M
3
+$2.5M
4
T icon
AT&T
T
+$1.58M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M

Sector Composition

1 Financials 16.5%
2 Technology 7.29%
3 Healthcare 5.93%
4 Industrials 5.63%
5 Consumer Staples 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.04%
26,741
+9,848
227
$227K 0.04%
12,876
+7
228
$227K 0.04%
+5,672
229
$227K 0.04%
3,572
-78
230
$227K 0.04%
+790
231
$225K 0.04%
9,283
-258
232
$224K 0.04%
7,865
-60
233
$224K 0.04%
+5,720
234
$224K 0.04%
+1,533
235
$220K 0.04%
11,700
236
$214K 0.03%
+6,103
237
$210K 0.03%
3,266
238
$208K 0.03%
+1,756
239
$208K 0.03%
2,837
-199
240
$206K 0.03%
+2,693
241
$206K 0.03%
+2,078
242
$205K 0.03%
2,564
-293
243
$205K 0.03%
3,099
-873
244
$202K 0.03%
1,350
-976
245
$201K 0.03%
2,332
-865
246
$191K 0.03%
12,689
+391
247
$171K 0.03%
13,979
+162
248
$108K 0.02%
+12,340
249
$84K 0.01%
+13,252
250
$44K 0.01%
717
-354
8 9
10
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