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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.2M
3
+$13.5M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$10.5M
5
VMI icon
Valmont Industries
VMI
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.06%
2 Technology 8.44%
3 Industrials 5.56%
4 Healthcare 4.79%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+200
352
$8K ﹤0.01%
+138
353
$8K ﹤0.01%
+373
354
$8K ﹤0.01%
+223
355
$8K ﹤0.01%
+86
356
$8K ﹤0.01%
+302
357
$8K ﹤0.01%
+460
358
$8K ﹤0.01%
+171
359
$7K ﹤0.01%
+175
360
$7K ﹤0.01%
+150
361
$7K ﹤0.01%
+100
362
$7K ﹤0.01%
+490
363
$6K ﹤0.01%
+137
364
$6K ﹤0.01%
+106
365
$6K ﹤0.01%
+600
366
$6K ﹤0.01%
+102
367
$6K ﹤0.01%
+416
368
$6K ﹤0.01%
+100
369
$6K ﹤0.01%
+375
370
$6K ﹤0.01%
+157
371
$6K ﹤0.01%
+2
372
$6K ﹤0.01%
+100
373
$6K ﹤0.01%
+325
374
$6K ﹤0.01%
+360
375
$5K ﹤0.01%
+26
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