We are live on
!
Find out more
WP
WealthPLAN Partners Portfolio holdings
AUM
$517M
1-Year Est. Return
17.96%
This Fund
S&P 500
This Quarter
Est. Return
+2.75%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$664M
AUM Growth
+$23.6M
(+3.7%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
37.26%
Holding
281
New
25
Increased
75
Reduced
123
Closed
45
Top Buys
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$25.6M |
| 2 |
First Trust Long/Short Equity ETF
FTLS
|
+$22.5M |
| 3 |
Archer Daniels Midland
ADM
|
+$6.88M |
| 4 |
C.H. Robinson
CHRW
|
+$6.53M |
| 5 |
FedEx
FDX
|
+$2.67M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$10.4M |
| 2 |
Dover
DOV
|
+$3.69M |
| 3 |
Walmart Inc
WMT
|
+$3.53M |
| 4 |
Leidos
LDOS
|
+$2.38M |
| 5 |
PepsiCo
PEP
|
+$2.34M |
Sector Composition
| 1 | Financials | 14.66% |
| 2 | Technology | 7.06% |
| 3 | Healthcare | 5.9% |
| 4 | Industrials | 5.9% |
| 5 | Consumer Staples | 5.22% |
Similar funds
RCI
AAM
SC
WPA
OCAM
LHC
GFWA
SCP