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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$130K 0.01%
+5,934
377
$125K 0.01%
+3,168
378
$124K 0.01%
+3,525
379
$124K 0.01%
+2,590
380
$124K 0.01%
10,899
381
$124K 0.01%
+1,895
382
$123K 0.01%
+3,100
383
$122K 0.01%
11,100
384
$122K 0.01%
+1,278
385
$122K 0.01%
+773
386
$121K 0.01%
+422
387
$120K 0.01%
+3,791
388
$119K 0.01%
+173
389
$117K 0.01%
+350
390
$116K 0.01%
+3,215
391
$116K 0.01%
+1,315
392
$116K 0.01%
+319
393
$116K 0.01%
+572
394
$115K 0.01%
+3,985
395
$115K 0.01%
+7,614
396
$115K 0.01%
+2,598
397
$115K 0.01%
503
-2,581
398
$114K 0.01%
+689
399
$113K 0.01%
+1,000
400
$113K 0.01%
1,574
-1,043
14 15
16
17 18