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
376
$3.4K 0.01%
+75
377
$3.33K 0.01%
+124
378
$3.28K 0.01%
+9
379
$3.27K 0.01%
+80
380
$3.25K 0.01%
+200
381
$3.21K 0.01%
+115
382
$3.11K 0.01%
+50
383
$3.09K 0.01%
+600
384
$3.06K 0.01%
+250
385
$3.04K 0.01%
+34
386
$3K 0.01%
+50
387
$2.97K 0.01%
+100
388
$2.95K 0.01%
+150
389
$2.88K 0.01%
+33
390
$2.84K 0.01%
+500
391
$2.79K 0.01%
+99
392
$2.76K 0.01%
+64
393
$2.71K 0.01%
+200
394
$2.69K 0.01%
+100
395
$2.63K 0.01%
+75
396
$2.63K 0.01%
+140
397
$2.6K 0.01%
+100
398
$2.51K 0.01%
+213
399
$2.42K 0.01%
+20
400
$2.29K 0.01%
+70
14 15
16
17 18