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
626
$26.7K ﹤0.01%
1,065
+280
627
$26.4K ﹤0.01%
174
628
$26.4K ﹤0.01%
230
-11
629
$26K ﹤0.01%
300
630
$25.9K ﹤0.01%
204
-5
631
$25.6K ﹤0.01%
900
632
$25.1K ﹤0.01%
571
633
$25.1K ﹤0.01%
2,437
-1,977
634
$25K ﹤0.01%
900
-179
635
$24.8K ﹤0.01%
400
636
$24.6K ﹤0.01%
2,540
637
$24.6K ﹤0.01%
336
+2
638
$24.4K ﹤0.01%
600
639
$24.2K ﹤0.01%
279
640
$24.2K ﹤0.01%
729
+139
641
$24.1K ﹤0.01%
781
-52,162
642
$24K ﹤0.01%
333
643
$23.4K ﹤0.01%
1,300
644
$23.4K ﹤0.01%
270
-114
645
$23.4K ﹤0.01%
248
-17
646
$23.3K ﹤0.01%
+343
647
$23.2K ﹤0.01%
108
+22
648
$23.2K ﹤0.01%
72
-353
649
$23.2K ﹤0.01%
70
650
$23.2K ﹤0.01%
95
24 25
26
27 28