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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$379K 0.04%
7,254
-2,119
227
$377K 0.04%
1,286
-188
228
$376K 0.04%
11,033
-5,644
229
$373K 0.04%
9,363
+2
230
$369K 0.04%
5,295
-4,230
231
$361K 0.04%
28,680
-18,885
232
$359K 0.04%
7,137
-4,738
233
$350K 0.04%
15,365
-47
234
$349K 0.04%
3,764
-7,086
235
$349K 0.04%
3,482
-1,312
236
$342K 0.04%
1,510
-527
237
$333K 0.04%
1,497
-4,619
238
$333K 0.04%
13,468
-2,198
239
$328K 0.04%
2,441
-5,159
240
$327K 0.04%
5,090
+280
241
$324K 0.04%
2,935
-1,165
242
$323K 0.04%
3,255
-4
243
$323K 0.04%
683
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244
$322K 0.04%
4,106
+1
245
$318K 0.04%
+12,185
246
$317K 0.04%
2,985
-1,084
247
$315K 0.04%
4,166
-650
248
$309K 0.04%
8,226
-7,067
249
$309K 0.04%
4,063
-238
250
$305K 0.03%
4,887
8 9
10
11 12