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
$307M
AUM Growth
-$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,725
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.3M
3
+$1.42M
4
HRI icon
Herc Holdings
HRI
+$1.06M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$391K

Top Sells

1
+$30.6M
2
+$28.9M
3
+$18.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$18.1M
5
AAPL icon
Apple
AAPL
+$14.8M

Sector Composition

1 Financials 17.61%
2 Healthcare 7.74%
3 Technology 6.51%
4 Industrials 5.54%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27.3K 0.01%
270
-538
427
$27.2K 0.01%
312
-20
428
$27.1K 0.01%
768
-68
429
$27.1K 0.01%
545
-608
430
$26.9K 0.01%
351
+1
431
$26.8K 0.01%
+300
432
$26.4K 0.01%
770
-770
433
$25.7K 0.01%
+1,917
434
$25.6K 0.01%
504
-504
435
$25.6K 0.01%
1,147
-1,147
436
$25.3K 0.01%
180
-170
437
$25K 0.01%
403
+197
438
$24.9K 0.01%
506
-504
439
$24.9K 0.01%
634
440
$24.7K 0.01%
494
-494
441
$24.5K 0.01%
776
-162
442
$24.5K 0.01%
+200
443
$24.3K 0.01%
996
-1,236
444
$24.3K 0.01%
10,110
-10,110
445
$24.2K 0.01%
938
-1,287
446
$24K 0.01%
470
-354
447
$23.9K 0.01%
100
-18
448
$23.8K 0.01%
296
-1,050
449
$23.7K 0.01%
579
450
$23.6K 0.01%
548
16 17
18
19 20