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
$779M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,665
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.91%
2 Healthcare 2.87%
3 Technology 2.25%
4 Consumer Staples 1.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$17.4K ﹤0.01%
+155
502
$17.3K ﹤0.01%
+999
503
$17.2K ﹤0.01%
+1,419
504
$17.2K ﹤0.01%
+1,525
505
$17.1K ﹤0.01%
+6,046
506
$16.8K ﹤0.01%
+764
507
$16.8K ﹤0.01%
+322
508
$16.8K ﹤0.01%
+2,106
509
$16.6K ﹤0.01%
+870
510
$16.5K ﹤0.01%
+1,000
511
$16.4K ﹤0.01%
+1,595
512
$16.3K ﹤0.01%
+38
513
$16.3K ﹤0.01%
+175
514
$16.2K ﹤0.01%
+39,600
515
$16.1K ﹤0.01%
+825
516
$15.9K ﹤0.01%
+524
517
$15.8K ﹤0.01%
+964
518
$15.8K ﹤0.01%
+600
519
$15.8K ﹤0.01%
+974
520
$15.8K ﹤0.01%
+859
521
$15.7K ﹤0.01%
+1,331
522
$15.7K ﹤0.01%
+456
523
$15.6K ﹤0.01%
+1,388
524
$15.4K ﹤0.01%
+2,044
525
$15.3K ﹤0.01%
+358