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
$1.43B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.4M
2
+$41M
3
+$36.1M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.9M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.08%
2 Consumer Staples 8.78%
3 Financials 8.42%
4 Industrials 7.64%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$511K 0.04%
+10,361
252
$509K 0.04%
+7,964
253
$506K 0.04%
+4,690
254
$501K 0.04%
+37,700
255
$495K 0.03%
+19,191
256
$488K 0.03%
+4,680
257
$485K 0.03%
+2,037
258
$484K 0.03%
+10,276
259
$481K 0.03%
+4,794
260
$481K 0.03%
+3,352
261
$478K 0.03%
+10,192
262
$477K 0.03%
+2,145
263
$476K 0.03%
+3,286
264
$476K 0.03%
+5,172
265
$466K 0.03%
+5,000
266
$465K 0.03%
+29,428
267
$464K 0.03%
+4,069
268
$450K 0.03%
+5,546
269
$447K 0.03%
+9,373
270
$441K 0.03%
+4,100
271
$439K 0.03%
+15,864
272
$436K 0.03%
+30,617
273
$433K 0.03%
+5,679
274
$432K 0.03%
+1,474
275
$421K 0.03%
+9,361
9 10
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