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
$1.43B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.4M
2
+$41M
3
+$36.1M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.9M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.08%
2 Consumer Staples 8.78%
3 Financials 8.42%
4 Industrials 7.64%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$420K 0.03%
+862
277
$412K 0.03%
+9,702
278
$409K 0.03%
+14,063
279
$407K 0.03%
+3,793
280
$403K 0.03%
+7,927
281
$396K 0.03%
+2,992
282
$395K 0.03%
+3,901
283
$392K 0.03%
+15,666
284
$390K 0.03%
+15,093
285
$385K 0.03%
+16,790
286
$379K 0.03%
+4,859
287
$371K 0.03%
+275
288
$370K 0.03%
+3,259
289
$365K 0.03%
+1,899
290
$361K 0.03%
+1,935
291
$361K 0.03%
+4,816
292
$361K 0.03%
+1,485
293
$353K 0.02%
+1,303
294
$351K 0.02%
+1,542
295
$346K 0.02%
+13,184
296
$343K 0.02%
+15,412
297
$332K 0.02%
+4,301
298
$331K 0.02%
+4,105
299
$331K 0.02%
+4,925
300
$329K 0.02%
+4,430
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