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
$861M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,264
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.87M
3
+$5.35M
4
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$5.23M
5
NKE icon
Nike
NKE
+$5.17M

Top Sells

1
+$3.73M
2
+$2.81M
3
+$2.64M
4
TGT icon
Target
TGT
+$1.95M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.59M

Sector Composition

1 Technology 10.78%
2 Financials 9.23%
3 Consumer Staples 5.57%
4 Consumer Discretionary 5.35%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$256K 0.03%
7,632
+305
277
$253K 0.03%
929
+113
278
$247K 0.03%
9,970
279
$247K 0.03%
6,583
+5,749
280
$242K 0.03%
2,805
-1,393
281
$241K 0.03%
3,206
+1
282
$235K 0.03%
2,033
+65
283
$233K 0.03%
2,282
-218
284
$231K 0.03%
1,672
+155
285
$229K 0.03%
783
+52
286
$228K 0.03%
1,508
-288
287
$227K 0.03%
1,228
+160
288
$226K 0.03%
840
+62
289
$223K 0.03%
3,381
-39,924
290
$222K 0.03%
2,150
+322
291
$217K 0.03%
6,856
+664
292
$214K 0.02%
2,019
+92
293
$212K 0.02%
4,607
294
$211K 0.02%
5,422
-10
295
$210K 0.02%
3,247
+13
296
$210K 0.02%
1,320
+1,300
297
$207K 0.02%
499
+25
298
$205K 0.02%
4,206
299
$203K 0.02%
2,599
+212
300
$203K 0.02%
2,800
-53
10 11
12
13 14