WP

WealthPLAN Partners Portfolio holdings

AUM $667M
1-Year Est. Return 15.29%
This Fund
S&P 500
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%
+373
352
$8K ﹤0.01%
+223
353
$8K ﹤0.01%
+86
354
$8K ﹤0.01%
+302
355
$8K ﹤0.01%
+2,500
356
$8K ﹤0.01%
+500
357
$8K ﹤0.01%
+460
358
$8K ﹤0.01%
+171
359
$7K ﹤0.01%
+150
360
$7K ﹤0.01%
+490
361
$7K ﹤0.01%
+175
362
$7K ﹤0.01%
+100
363
$6K ﹤0.01%
+106
364
$6K ﹤0.01%
+600
365
$6K ﹤0.01%
+102
366
$6K ﹤0.01%
+416
367
$6K ﹤0.01%
+100
368
$6K ﹤0.01%
+137
369
$6K ﹤0.01%
+375
370
$6K ﹤0.01%
+360
371
$6K ﹤0.01%
+157
372
$6K ﹤0.01%
+2
373
$6K ﹤0.01%
+100
374
$6K ﹤0.01%
+325
375
$5K ﹤0.01%
+100
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