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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.2M
3
+$13.5M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$10.5M
5
VMI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+42
477
$1K ﹤0.01%
+251
478
$1K ﹤0.01%
+204
479
$1K ﹤0.01%
+67
480
– –
0
481
$0 ﹤0.01%
+1
482
$0 ﹤0.01%
+27
483
– –
0
484
$0 ﹤0.01%
+1,000
485
$0 ﹤0.01%
+10
486
$0 ﹤0.01%
+100
487
$0 ﹤0.01%
+35
488
$0 ﹤0.01%
+9
489
$0 ﹤0.01%
+40
490
$0 ﹤0.01%
+32
491
$0 ﹤0.01%
+7
492
$0 ﹤0.01%
+1
493
$0 ﹤0.01%
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494
$0 ﹤0.01%
+37
495
$0 ﹤0.01%
+1,000
496
$0 ﹤0.01%
+400
497
$0 ﹤0.01%
+6
498
$0 ﹤0.01%
+15
499
$0 ﹤0.01%
+50
500
$0 ﹤0.01%
+2,000
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