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
451
$23.5K ﹤0.01%
+800
452
$23.4K ﹤0.01%
+1,182
453
$23.3K ﹤0.01%
+520
454
$23.2K ﹤0.01%
+634
455
$23.1K ﹤0.01%
+1,506
456
$23.1K ﹤0.01%
+1,810
457
$23K ﹤0.01%
+548
458
$22.9K ﹤0.01%
+1,946
459
$22.9K ﹤0.01%
+1,153
460
$22.8K ﹤0.01%
+648
461
$22.6K ﹤0.01%
+4,000
462
$22.5K ﹤0.01%
+1,191
463
$22.4K ﹤0.01%
+1,035
464
$22.3K ﹤0.01%
+1,010
465
$22.2K ﹤0.01%
+350
466
$22.1K ﹤0.01%
+2,854
467
$21.9K ﹤0.01%
+500
468
$21.9K ﹤0.01%
+2,406
469
$21.8K ﹤0.01%
+275
470
$21.6K ﹤0.01%
+1,214
471
$21.5K ﹤0.01%
+2,641
472
$21.5K ﹤0.01%
+1,549
473
$21.5K ﹤0.01%
+1,860
474
$21.4K ﹤0.01%
+660
475
$21.2K ﹤0.01%
+301