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
301
$329K 0.02%
+27,719
302
$329K 0.02%
+2,605
303
$325K 0.02%
+10,080
304
$320K 0.02%
+13,573
305
$318K 0.02%
+8,953
306
$317K 0.02%
+7,638
307
$315K 0.02%
+1,296
308
$312K 0.02%
+4,291
309
$311K 0.02%
+2,057
310
$310K 0.02%
+5,092
311
$305K 0.02%
+16,050
312
$304K 0.02%
+4,039
313
$303K 0.02%
+2,656
314
$299K 0.02%
+4,887
315
$299K 0.02%
+2,576
316
$297K 0.02%
+2,358
317
$294K 0.02%
+2,106
318
$294K 0.02%
+12,205
319
$292K 0.02%
+2,723
320
$290K 0.02%
+4,810
321
$288K 0.02%
+3,702
322
$285K 0.02%
+8,931
323
$285K 0.02%
+5,294
324
$284K 0.02%
+3,298
325
$283K 0.02%
+4,253
11 12
13
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