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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.2M
3
+$13.5M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$10.5M
5
VMI icon
Valmont Industries
VMI
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.06%
2 Technology 8.44%
3 Industrials 5.56%
4 Healthcare 4.79%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
+3,524
277
$20K 0.01%
+263
278
$20K 0.01%
+223
279
$20K 0.01%
+421
280
$19K 0.01%
+510
281
$19K 0.01%
+255
282
$19K 0.01%
+176
283
$19K 0.01%
+170
284
$18K 0.01%
+328
285
$18K 0.01%
+350
286
$18K 0.01%
+368
287
$18K 0.01%
+179
288
$18K 0.01%
+390
289
$18K 0.01%
+100
290
$17K 0.01%
+720
291
$17K 0.01%
+100
292
$17K 0.01%
+480
293
$17K 0.01%
+244
294
$17K 0.01%
+210
295
$17K 0.01%
+200
296
$16K 0.01%
+505
297
$16K 0.01%
+358
298
$16K 0.01%
+312
299
$16K 0.01%
+175
300
$16K 0.01%
+400
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