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
601
$29.7K ﹤0.01%
586
-21
602
$29.6K ﹤0.01%
146
603
$29.6K ﹤0.01%
512
+5
604
$28.9K ﹤0.01%
939
605
$28.8K ﹤0.01%
200
606
$28.8K ﹤0.01%
400
607
$28.7K ﹤0.01%
370
-920
608
$28.7K ﹤0.01%
1,412
+25
609
$28.7K ﹤0.01%
765
-1,700
610
$28.7K ﹤0.01%
1,573
-3,016
611
$28.5K ﹤0.01%
1,232
-878
612
$27.9K ﹤0.01%
337
-65
613
$27.7K ﹤0.01%
457
614
$27.7K ﹤0.01%
333
615
$27.7K ﹤0.01%
20
616
$27.6K ﹤0.01%
1,579
617
$27.5K ﹤0.01%
269
618
$27.4K ﹤0.01%
212
619
$27.4K ﹤0.01%
207
-12
620
$27.2K ﹤0.01%
1,240
-1,766
621
$27.1K ﹤0.01%
+969
622
$27K ﹤0.01%
10
-10
623
$27K ﹤0.01%
233
+2
624
$26.9K ﹤0.01%
417
625
$26.8K ﹤0.01%
+1,550
23 24
25
26 27