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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+1.98%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$348M
AUM Growth
+$319M
Cap. Flow
+$316M
Cap. Flow %
90.88%
Top 10 Hldgs %
42.34%
Holding
511
New
47
Increased
125
Reduced
1
Closed
332

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.2M
2
AAPL icon
Apple
AAPL
+$17.2M
3
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$16.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$9.93M

Top Sells

1
HRI icon
Herc Holdings
HRI
+$1.09M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$591K
3
CHD icon
Church & Dwight Co
CHD
+$536K
4
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$423K
5
HAL icon
Halliburton
HAL
+$276K

Sector Composition

1 Financials 18.21%
2 Technology 8.07%
3 Healthcare 7.1%
4 Communication Services 5.41%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTN icon
276
Gray Television
GTN
$396M
– –
-7,110
Closed -$101K
HAL icon
277
Halliburton
HAL
$29.2B
– –
-5,538
Closed -$276K
HBAN icon
278
Huntington Bancshares
HBAN
$36.6B
– –
-350
Closed -$4.58K
HHH icon
279
Howard Hughes
HHH
$4.3B
– –
-559
Closed -$61.9K
HMY icon
280
Harmony Gold Mining
HMY
$9.6B
– –
-2,192
Closed -$5.9K
HOG icon
281
Harley-Davidson
HOG
$2.64B
– –
-50
Closed -$3K
HRI icon
282
Herc Holdings
HRI
$4.89B
– –
-23,701
Closed -$1.09M
HRB icon
283
H&R Block
HRB
$5.15B
– –
-506
Closed -$11.6K
HSY icon
284
Hershey
HSY
$34.7B
– –
-155
Closed -$16.9K
HWM icon
285
Howmet Aerospace
HWM
$110B
– –
-913
Closed -$18.1K
IAG icon
286
IAMGOLD
IAG
$8.83B
– –
-1,805
Closed -$7.72K
IAT icon
287
iShares US Regional Banks ETF
IAT
$682M
– –
-2,445
Closed -$107K
IAU icon
288
iShares Gold Trust
IAU
$63.6B
– –
-1,800
Closed -$43.6K
IBB icon
289
iShares Biotechnology ETF
IBB
$9.14B
– –
-915
Closed -$87.7K
IGR
290
CBRE Global Real Estate Income Fund
IGR
$704M
– –
-1,451
Closed -$10.9K
IJS icon
291
iShares S&P Small-Cap 600 Value ETF
IJS
$8.06B
– –
-210
Closed -$14.1K
IJT icon
292
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
– –
-340
Closed -$25.3K
INDA icon
293
iShares MSCI India ETF
INDA
$6.82B
– –
-515
Closed -$16.3K
INFY icon
294
Infosys
INFY
$45.2B
– –
-292
Closed -$2.24K
IP icon
295
International Paper
IP
$19.1B
– –
-454
Closed -$21.7K
ITA icon
296
iShares US Aerospace & Defense ETF
ITA
$14.1B
– –
-50
Closed -$3.74K
IVE icon
297
iShares S&P 500 Value ETF
IVE
$48.7B
– –
-451
Closed -$46.7K
IWC icon
298
iShares Micro-Cap ETF
IWC
$1.48B
– –
-46
Closed -$3.82K
IWP icon
299
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
– –
-176
Closed -$8.99K
IWS icon
300
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
– –
-105
Closed -$8.64K
10 11
12
13 14

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