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
$641M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$865K
4
JPM icon
JPMorgan Chase
JPM
+$600K
5
NUE icon
Nucor
NUE
+$516K

Top Sells

1
+$1.64M
2
+$999K
3
+$933K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$509K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$426K

Sector Composition

1 Financials 16.1%
2 Technology 7.71%
3 Healthcare 5.82%
4 Industrials 5.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.04%
3,600
-25
227
$240K 0.04%
12,977
+101
228
$238K 0.04%
13,636
229
$232K 0.04%
11,528
-172
230
$231K 0.04%
9,295
+12
231
$230K 0.04%
3,737
-293
232
$227K 0.04%
1,976
-17
233
$227K 0.04%
1,899
+9
234
$227K 0.04%
+4,295
235
$220K 0.03%
2,048
-30
236
$219K 0.03%
+6,865
237
$214K 0.03%
1,488
-45
238
$214K 0.03%
3,145
-598
239
$212K 0.03%
5,720
240
$210K 0.03%
+2,140
241
$210K 0.03%
5,672
242
$208K 0.03%
3,248
+149
243
$208K 0.03%
1,618
-138
244
$208K 0.03%
1,307
-43
245
$206K 0.03%
1,336
-163
246
$205K 0.03%
+1,553
247
$202K 0.03%
+20,064
248
$199K 0.03%
13,088
+399
249
$70K 0.01%
+2,051
250
$64K 0.01%
+10,376
7 8 9
10
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