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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.48K 0.03%
+500
277
$9.43K 0.03%
+150
278
$9.43K 0.03%
+70
279
$9.36K 0.03%
+303
280
$9.06K 0.03%
+288
281
$8.99K 0.03%
+176
282
$8.91K 0.03%
+96
283
$8.64K 0.03%
+105
284
$8.61K 0.03%
+165
285
$8.61K 0.03%
+106
286
$8.51K 0.03%
+144
287
$8.5K 0.03%
+166
288
$8.49K 0.03%
+1,000
289
$8.38K 0.03%
+64
290
$8.25K 0.03%
+291
291
$8.21K 0.03%
+99
292
$8.07K 0.03%
+208
293
$8.06K 0.03%
+79
294
$8.04K 0.03%
+150
295
$8.03K 0.03%
+41
296
$7.87K 0.03%
+218
297
$7.84K 0.03%
+200
298
$7.75K 0.03%
+300
299
$7.72K 0.03%
+1,805
300
$7.64K 0.03%
+227
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