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
$847M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.3M
3
+$7.67M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.87M
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$3.27M

Top Sells

1
+$5.88M
2
+$5.27M
3
+$3.21M
4
GOLF icon
Acushnet Holdings
GOLF
+$3.08M
5
AAPL icon
Apple
AAPL
+$2.7M

Sector Composition

1 Financials 13.6%
2 Technology 8.18%
3 Consumer Staples 5.62%
4 Healthcare 5.44%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,416
252
– –
-6,092
253
– –
-4,180
254
– –
-6,762
255
– –
-3,765
256
– –
-3,690
7 8 9 10
11