WP

WealthPLAN Partners Portfolio holdings

AUM $709M
AUM
$709M
AUM Growth
+$4.45M
Cap. Flow
+$43.7M
Cap. Flow %
6.16%
Top 10 Hldgs %
30.15%
Holding
261
New
21
Increased
121
Reduced
85
Closed
15
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-89,956
Closed
$00%0
-939
Closed
$00%0
-7,545
Closed
$00%0
-4,175
Closed
$00%0
-100,628
Closed
$00%0
-6,542
Closed
$00%0
-89,573
Closed
$00%0
-7,702
Closed
$00%0
-1,807
Closed
$00%0
-23,220
Closed