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
526
$15.2K ﹤0.01%
+400
527
$15.2K ﹤0.01%
+2,328
528
$15.1K ﹤0.01%
+430
529
$14.9K ﹤0.01%
+961
530
$14.8K ﹤0.01%
+500
531
$14.8K ﹤0.01%
+816
532
$14.8K ﹤0.01%
+385
533
$14.5K ﹤0.01%
+568
534
$14.5K ﹤0.01%
+400
535
$14.4K ﹤0.01%
+306
536
$14.3K ﹤0.01%
+600
537
$14.2K ﹤0.01%
+500
538
$14.2K ﹤0.01%
+286
539
$14.2K ﹤0.01%
+531
540
$13.9K ﹤0.01%
+500
541
$13.8K ﹤0.01%
+641
542
$13.7K ﹤0.01%
+476
543
$13.7K ﹤0.01%
+623
544
$13.6K ﹤0.01%
+800
545
$13.5K ﹤0.01%
+510
546
$13.5K ﹤0.01%
+450
547
$13.5K ﹤0.01%
+425
548
$13.4K ﹤0.01%
+88
549
$13.4K ﹤0.01%
+1,996
550
$13.4K ﹤0.01%
+3,000