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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.3K 0.04%
+200
252
$11.2K 0.04%
+100
253
$11.2K 0.04%
+238
254
$11.1K 0.04%
+167
255
$10.9K 0.04%
+1,451
256
$10.9K 0.04%
+219
257
$10.5K 0.04%
+233
258
$10.5K 0.04%
+2,752
259
$10.5K 0.04%
+617
260
$10.4K 0.04%
+180
261
$10.4K 0.04%
+89
262
$10.3K 0.04%
+1,000
263
$10.3K 0.04%
+121
264
$10.3K 0.04%
+1,112
265
$10.2K 0.04%
+200
266
$10.1K 0.04%
+4,125
267
$10.1K 0.04%
+109
268
$10K 0.03%
+291
269
$9.99K 0.03%
+172
270
$9.9K 0.03%
+158
271
$9.85K 0.03%
+167
272
$9.77K 0.03%
+120
273
$9.73K 0.03%
+116
274
$9.65K 0.03%
+171
275
$9.6K 0.03%
+131
9 10
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