WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+9.19%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$973M
AUM Growth
+$112M
(+13%)
Cap. Flow
+$39.4M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
25.75%
Holding
348
New
32
Increased
143
Reduced
118
Closed
29
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$4.99M |
| 2 |
RPM International
RPM
|
$4.84M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$4.63M |
| 4 |
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
|
$4.61M |
| 5 |
Albemarle
ALB
|
$4.08M |
Top Sells
| 1 |
Black Hills Corp
BKH
|
$7.07M |
| 2 |
Diageo
DEO
|
$5.44M |
| 3 |
Innovator International Developed Power Buffer ETF October
IOCT
|
$4.42M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$3.25M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$2.29M |
Sector Composition
| 1 | Technology | 11.07% |
| 2 | Financials | 9.29% |
| 3 | Consumer Discretionary | 5.35% |
| 4 | Industrials | 4.39% |
| 5 | Consumer Staples | 4.36% |
