WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+6.63%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$28.8M
AUM Growth
–
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.6%
Holding
460
New
458
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.03M |
| 2 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$1.53M |
| 3 |
Apple
AAPL
|
$1.42M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$1.33M |
| 5 |
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 | 5.93% |
