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
351
$4.71K 0.02%
+205
352
$4.63K 0.02%
+70
353
$4.62K 0.02%
+108
354
$4.6K 0.02%
+100
355
$4.58K 0.02%
+350
356
$4.56K 0.02%
+104
357
$4.41K 0.02%
+51
358
$4.4K 0.02%
+74
359
$4.32K 0.02%
+56
360
$4.29K 0.01%
+50
361
$4.21K 0.01%
+110
362
$4.19K 0.01%
+200
363
$4.08K 0.01%
+100
364
$4.08K 0.01%
+40
365
$4.02K 0.01%
+69
366
$3.99K 0.01%
+58
367
$3.84K 0.01%
+123
368
$3.82K 0.01%
+46
369
$3.75K 0.01%
+25
370
$3.74K 0.01%
+50
371
$3.73K 0.01%
+93
372
$3.72K 0.01%
+98
373
$3.63K 0.01%
+150
374
$3.62K 0.01%
+109
375
$3.42K 0.01%
+80
13 14
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