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
$779M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,665
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.91%
2 Healthcare 2.87%
3 Technology 2.25%
4 Consumer Staples 1.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.4K ﹤0.01%
+329
427
$27.3K ﹤0.01%
+1,008
428
$26.9K ﹤0.01%
+2,760
429
$26.8K ﹤0.01%
+5,324
430
$26.6K ﹤0.01%
+118
431
$26.6K ﹤0.01%
+808
432
$26.2K ﹤0.01%
+8,064
433
$26.2K ﹤0.01%
+1,540
434
$26.1K ﹤0.01%
+2,294
435
$26K ﹤0.01%
+1,873
436
$25.8K ﹤0.01%
+1,200
437
$25.8K ﹤0.01%
+1,000
438
$25.5K ﹤0.01%
+936
439
$25.5K ﹤0.01%
+1,372
440
$25.4K ﹤0.01%
+988
441
$25K ﹤0.01%
+350
442
$24.7K ﹤0.01%
+1,144
443
$24.6K ﹤0.01%
+836
444
$24.4K ﹤0.01%
+2,574
445
$24.2K ﹤0.01%
+2,225
446
$24.1K ﹤0.01%
+1,920
447
$24K ﹤0.01%
+579
448
$23.8K ﹤0.01%
+1,200
449
$23.8K ﹤0.01%
+4,650
450
$23.6K ﹤0.01%
+3,994