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
326
$5.98K 0.02%
+46
327
$5.9K 0.02%
+2,192
328
$5.78K 0.02%
+104
329
$5.76K 0.02%
+53
330
$5.71K 0.02%
+103
331
$5.62K 0.02%
+166
332
$5.62K 0.02%
+125
333
$5.56K 0.02%
+263
334
$5.55K 0.02%
+270
335
$5.53K 0.02%
+500
336
$5.52K 0.02%
+77
337
$5.38K 0.02%
+100
338
$5.37K 0.02%
+518
339
$5.36K 0.02%
+312
340
$5.28K 0.02%
+1,416
341
$5.27K 0.02%
+40
342
$5.26K 0.02%
+100
343
$5.24K 0.02%
+39
344
$5.17K 0.02%
+400
345
$5.1K 0.02%
+100
346
$4.95K 0.02%
+130
347
$4.94K 0.02%
+100
348
$4.9K 0.02%
+500
349
$4.87K 0.02%
+75
350
$4.71K 0.02%
+300
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