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
601
$10.1K ﹤0.01%
+100
602
$9.86K ﹤0.01%
+1,500
603
$9.81K ﹤0.01%
+1,250
604
$9.79K ﹤0.01%
+1,132
605
$9.77K ﹤0.01%
+600
606
$9.77K ﹤0.01%
+6,554
607
$9.73K ﹤0.01%
+340
608
$9.71K ﹤0.01%
+3,025
609
$9.69K ﹤0.01%
+170
610
$9.67K ﹤0.01%
+334
611
$9.61K ﹤0.01%
+1,075
612
$9.56K ﹤0.01%
+200
613
$9.55K ﹤0.01%
+200
614
$9.47K ﹤0.01%
+213
615
$9.44K ﹤0.01%
+340
616
$9.41K ﹤0.01%
+910
617
$9.32K ﹤0.01%
+142
618
$9.31K ﹤0.01%
+10,000
619
$9.26K ﹤0.01%
+190
620
$9.18K ﹤0.01%
+1,000
621
$8.97K ﹤0.01%
+502
622
$8.79K ﹤0.01%
+195
623
$8.76K ﹤0.01%
+1,200
624
$8.62K ﹤0.01%
+326
625
$8.55K ﹤0.01%
+370