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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+1.55%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$615M
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow %
165.08%
Top 10 Hldgs %
33.65%
Holding
1,799
New
1,783
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84M
2
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$56.4M
3
DVY icon
iShares Select Dividend ETF
DVY
+$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GERN icon
576
Geron
GERN
$905M
$3.39K ﹤0.01%
+2,100
New +$8.43K
ICE icon
577
Intercontinental Exchange
ICE
$78B
$3.34K ﹤0.01%
+195
New +$9.81K
DWX icon
578
State Street SPDR S&P International Dividend ETF
DWX
$522M
$3.34K ﹤0.01%
+100
New +$3.52K
TPR icon
579
Tapestry
TPR
$27.6B
$3.27K ﹤0.01%
+100
New +$3.11K
WFM
580
DELISTED
Whole Foods Market Inc
WFM
$3.22K ﹤0.01%
+96
New +$3.05K
ESI icon
581
Element Solutions
ESI
$9.75B
$3.21K ﹤0.01%
+250
New +$3.04K
DXD icon
582
ProShares UltraShort Dow 30
DXD
$43.7M
$3.21K ﹤0.01%
+8
New +$3.26K
SDS icon
583
ProShares UltraShort S&P500
SDS
$382M
$3.19K ﹤0.01%
+2
New +$4.02K
LBTYA icon
584
Liberty Global Class A
LBTYA
$3.67B
$3.18K ﹤0.01%
+86
New +$3.25K
GRPN icon
585
Groupon
GRPN
$940M
$3.15K ﹤0.01%
+51
New +$3.28K
DSX icon
586
Diana Shipping
DSX
$266M
$3.13K ﹤0.01%
+1,030
New +$3.9K
TEL icon
587
TE Connectivity
TEL
$58.4B
$3.1K ﹤0.01%
+48
New +$3.1K
ECL icon
588
Ecolab
ECL
$76.5B
$3.09K ﹤0.01%
+81
New +$9.53K
SIX
589
DELISTED
Six Flags Entertainment Corp.
SIX
$3.08K ﹤0.01%
+56
New +$2.89K
FTR
590
DELISTED
Frontier Communications Corp.
FTR
$2.99K ﹤0.01%
+386
New +$28.7K
SOCL icon
591
Global X Social Media ETF
SOCL
$91.6M
$2.99K ﹤0.01%
+450
New +$8.78K
TD icon
592
Toronto Dominion Bank
TD
$203B
$2.98K ﹤0.01%
+76
New +$3.08K
AA icon
593
Alcoa
AA
$13.1B
$2.96K ﹤0.01%
+125
New +$2.79K
POT
594
DELISTED
Potash Corp Of Saskatchewan
POT
$2.92K ﹤0.01%
+1,282
New +$25.5K
WSM icon
595
Williams-Sonoma
WSM
$25.9B
$2.92K ﹤0.01%
+100
New +$3.42K
LOW icon
596
Lowe's Companies
LOW
$117B
$2.9K ﹤0.01%
+114
New +$8.46K
VXX
597
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
$2.81K ﹤0.01%
+9
New +$2.86K
VBK icon
598
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$2.8K ﹤0.01%
+69
New +$8.51K
EDIV icon
599
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$2.61K ﹤0.01%
+110
New +$2.83K
MGC icon
600
Vanguard Mega Cap 300 Index ETF
MGC
$10.1B
$2.51K ﹤0.01%
+36
New +$2.52K
22 23
24
25 26

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