WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1
+$84M
2
+$56.4M
3
+$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.66K ﹤0.01%
+288
477
$7.49K ﹤0.01%
+133
478
$7.42K ﹤0.01%
+750
479
$7.34K ﹤0.01%
+516
480
$7.25K ﹤0.01%
+300
481
$7.24K ﹤0.01%
+772
482
$7.22K ﹤0.01%
+155
483
$7.2K ﹤0.01%
+265
484
$7.19K ﹤0.01%
+223
485
$7.18K ﹤0.01%
+274
486
$7.16K ﹤0.01%
+990
487
$7.12K ﹤0.01%
+400
488
$7.05K ﹤0.01%
+277
489
$7.05K ﹤0.01%
+1,776
490
$7.03K ﹤0.01%
+226
491
$6.97K ﹤0.01%
+1,507
492
$6.89K ﹤0.01%
+195
493
$6.89K ﹤0.01%
+175
494
$6.74K ﹤0.01%
+70
495
$6.74K ﹤0.01%
+203
496
$6.71K ﹤0.01%
+1,122
497
$6.64K ﹤0.01%
+100
498
$6.63K ﹤0.01%
+153
499
$6.61K ﹤0.01%
+375
500
$6.6K ﹤0.01%
+130
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