WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+1.11%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
–
Cap. Flow
+$215M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.6%
Holding
591
New
587
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$31.6M |
| 2 |
Apple
AAPL
|
$15.2M |
| 3 |
iShares Select Dividend ETF
DVY
|
$13.5M |
| 4 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$10.5M |
| 5 |
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% |
