WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.51M
3 +$1.51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.27M
5
SCHW icon
Charles Schwab
SCHW
+$1.19M

Top Sells

1 +$41.4M
2 +$12M
3 +$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11.6M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.93%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$50.9K 0.01%
19
-1
552
$50.9K 0.01%
+542
553
$50.8K 0.01%
+652
554
$50.7K 0.01%
+501
555
$50.5K 0.01%
+865
556
$50.3K 0.01%
11,931
557
$50.2K 0.01%
+571
558
$50.1K 0.01%
+2,788
559
$49.9K 0.01%
+950
560
$49.5K 0.01%
+1,644
561
$49.4K 0.01%
+2,110
562
$49.3K 0.01%
+1,001
563
$49.3K 0.01%
+2,500
564
$48.7K 0.01%
+1,826
565
$47.9K 0.01%
+1,500
566
$47.6K 0.01%
+1,500
567
$47.4K 0.01%
+355
568
$46.9K 0.01%
+1,989
569
$46.6K 0.01%
+1,724
570
$46.4K 0.01%
+509
571
$46.4K 0.01%
+85
572
$46.4K 0.01%
+292
573
$46.3K 0.01%
+1,302
574
$45.8K 0.01%
+872
575
$45.4K 0.01%
+1,864