WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+10.59%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.18B
AUM Growth
+$151M
(+15%)
Cap. Flow
+$31.3M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
29.47%
Holding
349
New
38
Increased
145
Reduced
109
Closed
19
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$35M |
| 2 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$20.4M |
| 3 |
FT Vest US Equity Deep Buffer ETF June
DJUN
|
$11.7M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$4.67M |
| 5 |
Axon Enterprise
AXON
|
$3.68M |
Sector Composition
| 1 | Technology | 10.67% |
| 2 | Financials | 7.46% |
| 3 | Consumer Staples | 6.35% |
| 4 | Healthcare | 6.3% |
| 5 | Consumer Discretionary | 5.91% |
