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
426
$82.1K 0.01%
2,209
-400
427
$80.6K 0.01%
1,602
428
$80.4K 0.01%
706
429
$80K 0.01%
5,118
+319
430
$79.1K 0.01%
4,748
-28
431
$77.9K 0.01%
2,415
-1,000
432
$77.7K 0.01%
1,000
433
$77.7K 0.01%
177
434
$76.7K 0.01%
392
-5
435
$76.7K 0.01%
+1,358
436
$76.7K 0.01%
1,491
437
$76.4K 0.01%
1,148
-155
438
$75.5K 0.01%
3,000
439
$75.4K 0.01%
987
-29
440
$75.2K 0.01%
1,412
+200
441
$75K 0.01%
503
-49
442
$75K 0.01%
1,027
-57
443
$74.7K 0.01%
1,110
444
$74.6K 0.01%
2,539
-640
445
$74.1K 0.01%
7,752
-1,500
446
$74K 0.01%
380
-18
447
$73.1K 0.01%
377
-63
448
$71.2K 0.01%
683
-182
449
$71.1K 0.01%
154
450
$70.3K 0.01%
1,511
+2
16 17
18
19 20