WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+2.92%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
-$472M
(-61%)
Cap. Flow
-$741M
Cap. Flow
% of AUM
-241.11%
Top 10 Holdings %
Top 10 Hldgs %
45.48%
Holding
2,725
New
59
Increased
57
Reduced
711
Closed
1,771
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$10.5M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$10.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.42M |
| 4 |
Herc Holdings
HRI
|
+$1.06M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$391K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$30.6M |
| 2 |
iShares Select Dividend ETF
DVY
|
+$28.9M |
| 3 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
+$18.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$18.1M |
| 5 |
Apple
AAPL
|
+$14.8M |
Sector Composition
| 1 | Financials | 17.61% |
| 2 | Healthcare | 7.74% |
| 3 | Technology | 6.51% |
| 4 | Industrials | 5.54% |
| 5 | Consumer Staples | 5.2% |
