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
451
$69.9K 0.01%
2,069
+194
452
$69.3K 0.01%
2,500
453
$68.9K 0.01%
281
454
$68.9K 0.01%
+1,387
455
$68.6K 0.01%
10,605
456
$67.6K 0.01%
+3,510
457
$67.2K 0.01%
994
458
$67.1K 0.01%
821
-250
459
$66.5K 0.01%
+2,311
460
$66.4K 0.01%
345
461
$66.2K 0.01%
2,420
462
$66.2K 0.01%
188
-3
463
$66.1K 0.01%
1,153
+11
464
$66K 0.01%
1,000
465
$65.1K 0.01%
172
-147
466
$64.9K 0.01%
424
-168
467
$64.9K 0.01%
952
468
$64.1K 0.01%
292
-7
469
$63.9K 0.01%
2,558
-140,653
470
$63.6K 0.01%
869
471
$63.2K 0.01%
1,200
472
$63.1K 0.01%
1,296
473
$62.9K 0.01%
2,221
+395
474
$62.7K 0.01%
2,010
+245
475
$62.4K 0.01%
3,362
17 18
19
20 21