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
501
$51.8K 0.01%
714
-68
502
$51.6K 0.01%
8,330
+6,839
503
$51.5K 0.01%
603
+32
504
$51.4K 0.01%
667
-266
505
$51.2K 0.01%
303
506
$50.8K 0.01%
1,142
-76
507
$50.8K 0.01%
8
-3
508
$50.3K 0.01%
958
-33
509
$49.6K 0.01%
2,788
510
$49.5K 0.01%
1,001
511
$49.3K 0.01%
514
+5
512
$48.8K 0.01%
185
-250
513
$48.8K 0.01%
872
514
$48.8K 0.01%
1,852
+900
515
$48.5K 0.01%
528
-14
516
$48.3K 0.01%
292
517
$48.1K 0.01%
614
518
$47.9K 0.01%
244
519
$47.5K 0.01%
1,490
520
$47.4K 0.01%
+275
521
$47K 0.01%
2,880
-1,594
522
$46.9K 0.01%
1,989
523
$46.7K 0.01%
2,709
524
$46.4K 0.01%
1,806
525
$46.2K 0.01%
724
-23
19 20
21
22 23