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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.47K 0.03%
+190
302
$7.41K 0.03%
+360
303
$7.36K 0.03%
+812
304
$7.36K 0.03%
+184
305
$7.24K 0.03%
+63
306
$7.2K 0.03%
+350
307
$7.17K 0.02%
+1,396
308
$7.17K 0.02%
+350
309
$7.12K 0.02%
+448
310
$7.01K 0.02%
+151
311
$6.95K 0.02%
+186
312
$6.7K 0.02%
+90
313
$6.67K 0.02%
+120
314
$6.47K 0.02%
+101
315
$6.21K 0.02%
+50
316
$6.19K 0.02%
+93
317
$6.18K 0.02%
+100
318
$6.17K 0.02%
+50
319
$6.12K 0.02%
+361
320
$6.11K 0.02%
+5
321
$6.08K 0.02%
+53
322
$6.08K 0.02%
+339
323
$6.05K 0.02%
+150
324
$6.02K 0.02%
+448
325
$6.01K 0.02%
+532
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