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
$966M
AUM Growth
-$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$8.56M
3
+$6.26M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$6.25M
5
BRO icon
Brown & Brown
BRO
+$5.27M

Top Sells

1
+$8.39M
2
+$6.27M
3
+$6.16M
4
UMBF icon
UMB Financial
UMBF
+$6.07M
5
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$5.94M

Sector Composition

1 Technology 10.46%
2 Financials 9.7%
3 Consumer Discretionary 4.59%
4 Consumer Staples 4.3%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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