WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+6.97%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$548M
AUM Growth
+$59.9M
(+12%)
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
12.01%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
295
New
36
Increased
127
Reduced
75
Closed
44
Top Buys
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$3.78M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.54M |
| 3 |
Sysco
SYY
|
+$2.11M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.69M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$1.67M |
Sector Composition
| 1 | Financials | 17.19% |
| 2 | Technology | 7.76% |
| 3 | Healthcare | 6.01% |
| 4 | Consumer Discretionary | 5.22% |
| 5 | Industrials | 4.81% |
