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
401
$2.26K 0.01%
+250
402
$2.24K 0.01%
+292
403
$2.17K 0.01%
+200
404
$2.13K 0.01%
+62
405
$2.12K 0.01%
+67
406
$2.02K 0.01%
+800
407
$1.95K 0.01%
+193
408
$1.82K 0.01%
+22
409
$1.78K 0.01%
+20
410
$1.76K 0.01%
+90
411
$1.76K 0.01%
+32
412
$1.68K 0.01%
+23
413
$1.64K 0.01%
+22
414
$1.6K 0.01%
+100
415
$1.46K 0.01%
+3
416
$1.29K ﹤0.01%
+26
417
$1.24K ﹤0.01%
+100
418
$1.23K ﹤0.01%
+37
419
$1.21K ﹤0.01%
+25
420
$1.17K ﹤0.01%
+15
421
$1.16K ﹤0.01%
+50
422
$1.13K ﹤0.01%
+13
423
$1.12K ﹤0.01%
+11
424
$1.12K ﹤0.01%
+32
425
$1.11K ﹤0.01%
+81
15 16
17
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