WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$15.7M
3 +$12.6M
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$9.56M
5
VZ icon
Verizon
VZ
+$9.15M

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.79%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-5,353