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
576
$33.9K ﹤0.01%
830
577
$33.9K ﹤0.01%
533
578
$33.7K ﹤0.01%
185
579
$33.7K ﹤0.01%
263
580
$33.4K ﹤0.01%
662
+8
581
$33.3K ﹤0.01%
330
-147
582
$32.9K ﹤0.01%
327
-182
583
$32.8K ﹤0.01%
695
584
$32.7K ﹤0.01%
840
+110
585
$32.7K ﹤0.01%
740
-1,475
586
$32.7K ﹤0.01%
+2,000
587
$32.5K ﹤0.01%
681
588
$31.9K ﹤0.01%
2,314
589
$31.9K ﹤0.01%
878
-851
590
$31.8K ﹤0.01%
579
-1
591
$31.6K ﹤0.01%
+837
592
$31.6K ﹤0.01%
834
-1,417
593
$31.4K ﹤0.01%
631
594
$31.2K ﹤0.01%
216
-1,155
595
$31.1K ﹤0.01%
6,192
-711
596
$31.1K ﹤0.01%
240
597
$30.9K ﹤0.01%
414
598
$30.8K ﹤0.01%
1,275
599
$30.6K ﹤0.01%
157
600
$30.2K ﹤0.01%
264
-62
22 23
24
25 26