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WP
WealthPLAN Partners Portfolio holdings
AUM
$517M
1-Year Est. Return
17.96%
This Fund
S&P 500
This Quarter
Est. Return
+6.12%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$966M
AUM Growth
-$6.99M
(-0.72%)
Cap. Flow
-$52.6M
Cap. Flow
% of AUM
-5.45%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
354
New
35
Increased
112
Reduced
132
Closed
51
Top Buys
| 1 |
Simplify Enhanced Income ETF
HIGH
|
+$9.43M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$8.19M |
| 3 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$6.24M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$6.04M |
| 5 |
Brown & Brown
BRO
|
+$4.84M |
Top Sells
| 1 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$8.36M |
| 2 |
Adaptive Hedged Multi-Asset Income ETF
AMAX
|
+$6.07M |
| 3 |
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
|
+$5.94M |
| 4 |
UMB Financial
UMBF
|
+$5.68M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$5.66M |
Sector Composition
| 1 | Technology | 10.46% |
| 2 | Financials | 9.7% |
| 3 | Consumer Discretionary | 4.59% |
| 4 | Consumer Staples | 4.3% |
| 5 | Industrials | 4.1% |
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