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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.2M
3
+$13.5M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$10.5M
5
VMI icon
Valmont Industries
VMI
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.06%
2 Technology 8.44%
3 Industrials 5.56%
4 Healthcare 4.79%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+20
427
$3K ﹤0.01%
+36
428
$3K ﹤0.01%
+42
429
$2K ﹤0.01%
+373
430
$2K ﹤0.01%
+134
431
$2K ﹤0.01%
+92
432
$2K ﹤0.01%
+52
433
$2K ﹤0.01%
+55
434
$2K ﹤0.01%
+70
435
$2K ﹤0.01%
+72
436
$2K ﹤0.01%
+51
437
$2K ﹤0.01%
+1,258
438
$2K ﹤0.01%
+22
439
$2K ﹤0.01%
+35
440
$2K ﹤0.01%
+40
441
$2K ﹤0.01%
+14
442
$2K ﹤0.01%
+23
443
$2K ﹤0.01%
+84
444
$2K ﹤0.01%
+19
445
$2K ﹤0.01%
+52
446
$2K ﹤0.01%
+229
447
$2K ﹤0.01%
+278
448
$2K ﹤0.01%
+81
449
$2K ﹤0.01%
+21
450
$2K ﹤0.01%
+25
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