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
501
$0 ﹤0.01%
+29
502
$0 ﹤0.01%
+13
503
$0 ﹤0.01%
+3
504
$0 ﹤0.01%
+700
505
$0 ﹤0.01%
+50
506
$0 ﹤0.01%
+191