WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
-2.34%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$13.8M
(+6.4%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
8.26%
Top 10 Holdings %
Top 10 Hldgs %
63.4%
Holding
660
New
69
Increased
101
Reduced
176
Closed
220
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$21.4M |
| 2 |
Apple
AAPL
|
+$16.1M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$4.92M |
| 4 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
+$3.38M |
| 5 |
iShares Select Dividend ETF
DVY
|
+$2.9M |
Top Sells
Sector Composition
| 1 | Financials | 31.32% |
| 2 | Technology | 15% |
| 3 | Energy | 4.59% |
| 4 | Industrials | 4.59% |
| 5 | Healthcare | 4.22% |
