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
651
$23K ﹤0.01%
450
-13
652
$22.9K ﹤0.01%
666
653
$22.7K ﹤0.01%
570
654
$22.5K ﹤0.01%
251
655
$22.5K ﹤0.01%
258
656
$22.4K ﹤0.01%
199
657
$22.1K ﹤0.01%
826
+3
658
$22.1K ﹤0.01%
675
659
$22.1K ﹤0.01%
789
660
$21.9K ﹤0.01%
77
661
$21.6K ﹤0.01%
400
662
$21.4K ﹤0.01%
7,500
-1,199
663
$21.2K ﹤0.01%
469
+2
664
$21.2K ﹤0.01%
200
665
$21.1K ﹤0.01%
985
666
$20.7K ﹤0.01%
1,500
667
$20.7K ﹤0.01%
+177
668
$20.5K ﹤0.01%
175
669
$20.5K ﹤0.01%
864
-1,389
670
$20.4K ﹤0.01%
2,265
-300
671
$20.3K ﹤0.01%
600
672
$20.3K ﹤0.01%
359
-333
673
$20.2K ﹤0.01%
+402
674
$20.2K ﹤0.01%
72
675
$20.2K ﹤0.01%
894
25 26
27
28 29