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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.2M
3
+$13.5M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$10.5M
5
VMI icon
Valmont Industries
VMI
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.06%
2 Technology 8.44%
3 Industrials 5.56%
4 Healthcare 4.79%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
+1,158
252
$32K 0.01%
+219
253
$31K 0.01%
+315
254
$30K 0.01%
+506
255
$30K 0.01%
+162
256
$29K 0.01%
+534
257
$29K 0.01%
+495
258
$29K 0.01%
+590
259
$28K 0.01%
+634
260
$28K 0.01%
+136
261
$28K 0.01%
+870
262
$27K 0.01%
+200
263
$27K 0.01%
+300
264
$25K 0.01%
+468
265
$25K 0.01%
+1,345
266
$24K 0.01%
+300
267
$24K 0.01%
+693
268
$23K 0.01%
+557
269
$23K 0.01%
+390
270
$22K 0.01%
+137
271
$22K 0.01%
+632
272
$22K 0.01%
+283
273
$21K 0.01%
+900
274
$21K 0.01%
+800
275
$21K 0.01%
+220
9 10
11
12 13