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
351
$230K 0.02%
+1,706
352
$230K 0.02%
+6,716
353
$230K 0.02%
+7,466
354
$229K 0.02%
+7,716
355
$228K 0.02%
+4,849
356
$227K 0.02%
+1,837
357
$225K 0.02%
+4,451
358
$224K 0.02%
+2,588
359
$224K 0.02%
+5,643
360
$224K 0.02%
+12,692
361
$223K 0.02%
+11,401
362
$223K 0.02%
+2,427
363
$219K 0.02%
+3,605
364
$216K 0.02%
+5,219
365
$215K 0.02%
+6,832
366
$213K 0.01%
+18,632
367
$211K 0.01%
+1,461
368
$209K 0.01%
+8,517
369
$208K 0.01%
+3,062
370
$208K 0.01%
+3,128
371
$207K 0.01%
+2,006
372
$207K 0.01%
+1,194
373
$203K 0.01%
+6,690
374
$203K 0.01%
+7,200
375
$202K 0.01%
+3,333
12 13 14
15
16