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
551
$39.9K 0.01%
1,300
552
$39.7K 0.01%
3,838
553
$39.3K 0.01%
+270
554
$39.1K 0.01%
750
-223
555
$39.1K 0.01%
266
-11
556
$38.8K 0.01%
319
557
$38.5K 0.01%
600
558
$38.4K 0.01%
285
559
$38.4K 0.01%
+1,656
560
$38.3K 0.01%
+353
561
$38.2K 0.01%
718
562
$37.9K 0.01%
4,779
563
$37.8K 0.01%
547
-377
564
$37.8K 0.01%
262
-285
565
$37.5K 0.01%
740
566
$37.3K 0.01%
446
-13
567
$37.2K 0.01%
524
568
$36.5K 0.01%
210
569
$36.4K 0.01%
432
-258
570
$35.9K 0.01%
1,000
571
$35.8K 0.01%
422
-21
572
$35.8K 0.01%
865
573
$35.3K 0.01%
77
574
$35.1K 0.01%
1,424
-160
575
$34.8K ﹤0.01%
182
21 22
23
24 25