WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$4.06M
3
+$3.88M
4
ZLAB icon
Zai Lab
ZLAB
+$3.19M
5
SWK icon
Stanley Black & Decker
SWK
+$2.96M

Top Sells

1
+$7.97M
2
+$3.35M
3
+$2.5M
4
T icon
AT&T
T
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Sector Composition

1 Financials 16.5%
2 Technology 7.29%
3 Healthcare 5.93%
4 Industrials 5.63%
5 Consumer Staples 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-15,308
277
– –
-76,131
278
– –
-14,247
8 9 10 11
12