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
$973M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.84M
3
+$4.63M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$4.61M
5
ALB icon
Albemarle
ALB
+$4.08M

Top Sells

1
+$7.07M
2
+$5.44M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.25M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.29M

Sector Composition

1 Technology 11.07%
2 Financials 9.29%
3 Consumer Discretionary 5.35%
4 Industrials 4.39%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
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