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
476
$62.1K 0.01%
570
-38
477
$62K 0.01%
2,333
478
$61.5K 0.01%
431
479
$61.2K 0.01%
2,463
+221
480
$60.3K 0.01%
13
-6
481
$60.2K 0.01%
590
482
$58.6K 0.01%
1,000
-118
483
$57.7K 0.01%
538
+37
484
$56.6K 0.01%
148
485
$56.4K 0.01%
885
-1,500
486
$56.2K 0.01%
870
+70
487
$55.1K 0.01%
1,644
488
$55.1K 0.01%
879
489
$54.6K 0.01%
5,000
-6,100
490
$54.6K 0.01%
673
+39
491
$54.6K 0.01%
4,351
-3,263
492
$54.5K 0.01%
258
-100
493
$53.9K 0.01%
2,136
+272
494
$53K 0.01%
652
495
$52.8K 0.01%
356
+1
496
$52.8K 0.01%
477
-7
497
$52.1K 0.01%
457
-965
498
$51.9K 0.01%
1,520
+250
499
$51.9K 0.01%
1,274
500
$51.8K 0.01%
2,275
+18
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20
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