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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.07K ﹤0.01%
+141
427
$1.06K ﹤0.01%
+50
428
$997 ﹤0.01%
+52
429
$996 ﹤0.01%
+3
430
$968 ﹤0.01%
+22
431
$931 ﹤0.01%
+14
432
$928 ﹤0.01%
+9
433
$889 ﹤0.01%
+20
434
$861 ﹤0.01%
+21
435
$808 ﹤0.01%
+22
436
$759 ﹤0.01%
+190
437
$743 ﹤0.01%
+50
438
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439
$698 ﹤0.01%
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440
$671 ﹤0.01%
+54
441
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442
$515 ﹤0.01%
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443
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446
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+6
447
$312 ﹤0.01%
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448
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+30
449
$284 ﹤0.01%
+13
450
$241 ﹤0.01%
+67
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