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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+5.76%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$172M
Cap. Flow
-$207M
Cap. Flow %
-29.24%
Top 10 Hldgs %
29.37%
Holding
1,431
New
110
Increased
160
Reduced
472
Closed
173

Top Buys

1
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.15M
2
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3M
3
IBM icon
IBM
IBM
+$2.49M
4
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$1.88M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.24M

Top Sells

1
AAPL icon
Apple
AAPL
+$12.1M
2
CHRW icon
C.H. Robinson
CHRW
+$7.02M
3
PEP icon
PepsiCo
PEP
+$5.91M
4
MSM icon
MSC Industrial Direct
MSM
+$5.35M
5
GGG icon
Graco
GGG
+$5.22M

Sector Composition

1 Technology 10.97%
2 Financials 8.74%
3 Consumer Staples 4.7%
4 Industrials 4.43%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
476
Allstate
ALL
$64.4B
$62.1K 0.01%
570
-38
-6% -$4.31K
DKNG icon
477
DraftKings
DKNG
$12.5B
$62K 0.01%
2,333
– –
AWK icon
478
American Water Works
AWK
$25.7B
$61.5K 0.01%
431
– –
DRSK icon
479
Aptus Defined Risk ETF
DRSK
$1.51B
$61.2K 0.01%
2,463
+221
+10% +$5.61K
SEEL
480
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$60.3K 0.01%
13
-6
-32% -$20.8K
QRVO icon
481
Qorvo
QRVO
$7.28B
$60.2K 0.01%
590
– –
XIFR
482
XPLR Infrastructure LP
XIFR
$1.16B
$58.6K 0.01%
1,000
-118
-11% -$7.1K
XLI icon
483
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$57.7K 0.01%
538
+37
+7% +$3.73K
WST icon
484
West Pharmaceutical
WST
$25.3B
$56.6K 0.01%
148
– –
ORLY icon
485
O'Reilly Automotive
ORLY
$71.1B
$56.4K 0.01%
885
-1,500
-63% -$91.6K
LRCX icon
486
Lam Research
LRCX
$433B
$56.2K 0.01%
870
+70
+9% +$3.95K
WY icon
487
Weyerhaeuser
WY
$17.2B
$55.1K 0.01%
1,644
– –
FXG icon
488
First Trust Consumer Staples AlphaDEX Fund
FXG
$228M
$55.1K 0.01%
879
– –
NAC icon
489
Nuveen California Quality Municipal Income Fund
NAC
$1.89B
$54.6K 0.01%
5,000
-6,100
-55% -$65.8K
SHY icon
490
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$54.6K 0.01%
673
+39
+6% +$3.19K
WBD icon
491
Warner Bros
WBD
$68.9B
$54.6K 0.01%
4,351
-3,263
-43% -$42.3K
CRM icon
492
Salesforce
CRM
$137B
$54.5K 0.01%
258
-100
-28% -$20.4K
FNDA icon
493
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$53.9K 0.01%
2,136
+272
+15% +$6.53K
VFH icon
494
Vanguard Financials ETF
VFH
$13.3B
$53K 0.01%
652
– –
PPG icon
495
PPG Industries
PPG
$25.6B
$52.8K 0.01%
356
+1
+0.3% +$140
SWKS icon
496
Skyworks Solutions
SWKS
$8.51B
$52.8K 0.01%
477
-7
-1% -$739
AMD icon
497
Advanced Micro Devices
AMD
$894B
$52.1K 0.01%
457
-965
-68% -$100K
BFEB icon
498
Innovator US Equity Buffer ETF February
BFEB
$254M
$51.9K 0.01%
1,520
+250
+20% +$8.17K
EXC icon
499
Exelon
EXC
$48B
$51.9K 0.01%
1,274
– –
DGRE icon
500
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$144M
$51.8K 0.01%
2,275
+18
+0.8% +$405
18 19
20
21 22

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