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
576
$11.8K ﹤0.01%
+4,000
577
$11.7K ﹤0.01%
+406
578
$11.7K ﹤0.01%
+604
579
$11.7K ﹤0.01%
+750
580
0
581
$11.6K ﹤0.01%
+20,220
582
$11.3K ﹤0.01%
+524
583
$11.3K ﹤0.01%
+498
584
$11.3K ﹤0.01%
+2,740
585
$11.2K ﹤0.01%
+2,000
586
$11K ﹤0.01%
+601
587
$10.9K ﹤0.01%
+150
588
$10.9K ﹤0.01%
+200
589
$10.9K ﹤0.01%
+214
590
$10.8K ﹤0.01%
+1,298
591
$10.7K ﹤0.01%
+1,422
592
$10.7K ﹤0.01%
+220
593
$10.6K ﹤0.01%
+1,000
594
$10.6K ﹤0.01%
+1,465
595
$10.5K ﹤0.01%
+150
596
$10.5K ﹤0.01%
+216
597
$10.5K ﹤0.01%
+1,252
598
$10.4K ﹤0.01%
+400
599
$10.2K ﹤0.01%
+268
600
$10.1K ﹤0.01%
+634