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
$622M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$4.82M
3
+$3.99M
4
MO icon
Altria Group
MO
+$3.41M
5
SWK icon
Stanley Black & Decker
SWK
+$3.24M

Top Sells

1
+$7.89M
2
+$3.64M
3
+$2.5M
4
T icon
AT&T
T
+$1.58M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M

Sector Composition

1 Financials 16.5%
2 Technology 7.29%
3 Healthcare 5.93%
4 Industrials 5.63%
5 Consumer Staples 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
24,330
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