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
326
$283K 0.02%
+22,964
327
$283K 0.02%
+8,754
328
$280K 0.02%
+9,588
329
$279K 0.02%
+3,724
330
$278K 0.02%
+2,190
331
$273K 0.02%
+2,473
332
$272K 0.02%
+12,845
333
$269K 0.02%
+8,446
334
$265K 0.02%
+2,541
335
$256K 0.02%
+2,519
336
$252K 0.02%
+7,227
337
$251K 0.02%
+544
338
$251K 0.02%
+49
339
$249K 0.02%
+2,611
340
$248K 0.02%
+4,769
341
$246K 0.02%
+5,283
342
$246K 0.02%
+2,942
343
$246K 0.02%
+18,812
344
$243K 0.02%
+2,749
345
$243K 0.02%
+3,202
346
$238K 0.02%
+6,060
347
$234K 0.02%
+1,885
348
$231K 0.02%
+5,966
349
$231K 0.02%
+9,970
350
$231K 0.02%
+11,470
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