WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+6.53%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$745M
AUM Growth
-$187M
(-20%)
Cap. Flow
-$239M
Cap. Flow
% of AUM
-32.14%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
319
New
22
Increased
69
Reduced
149
Closed
64
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$23M |
| 2 |
Schwab International Equity ETF
SCHF
|
$19.5M |
| 3 |
Apple
AAPL
|
$19.2M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$15.8M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$15.6M |
Sector Composition
| 1 | Technology | 13.23% |
| 2 | Financials | 9.29% |
| 3 | Industrials | 5.25% |
| 4 | Consumer Staples | 5.03% |
| 5 | Consumer Discretionary | 4.99% |
