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
$707M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3M
3
+$2.58M
4
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$1.94M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.23M

Top Sells

1
+$13.5M
2
+$6.85M
3
+$5.87M
4
GGG icon
Graco
GGG
+$5.8M
5
MSM icon
MSC Industrial Direct
MSM
+$5.56M

Sector Composition

1 Technology 10.96%
2 Financials 8.75%
3 Consumer Staples 4.7%
4 Industrials 4.42%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$101K 0.01%
1,625
402
$100K 0.01%
87
403
$99.2K 0.01%
3,707
+239
404
$98.3K 0.01%
2,038
405
$97K 0.01%
1,437
-1,294
406
$96.9K 0.01%
992
-916
407
$96.6K 0.01%
2,842
-998
408
$96.5K 0.01%
1,250
409
$95K 0.01%
4,516
410
$93.7K 0.01%
2,403
-812
411
$93.5K 0.01%
1,035
412
$93K 0.01%
1,207
-15
413
$92.3K 0.01%
372
-131
414
$91.1K 0.01%
1,305
415
$90.2K 0.01%
1,110
-17
416
$90.2K 0.01%
1,260
417
$90.2K 0.01%
653
-16
418
$89K 0.01%
3,278
419
$86.4K 0.01%
125
+11
420
$86.3K 0.01%
2,062
-3,234
421
$84.9K 0.01%
745
-2
422
$84.7K 0.01%
1,449
-8
423
$84.5K 0.01%
2,360
424
$84K 0.01%
3,050
425
$83.3K 0.01%
997
-96
15 16
17
18 19