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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
-0.67%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$517M
AUM Growth
-$153M
Cap. Flow
-$144M
Cap. Flow %
-27.91%
Top 10 Hldgs %
32.57%
Holding
283
New
11
Increased
65
Reduced
134
Closed
66

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.42M
2
EPS icon
WisdomTree US LargeCap Fund
EPS
+$2.3M
3
CORO
iShares International Country Rotation Active ETF
CORO
+$2.26M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.11M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.9M

Top Sells

1
PAAA icon
PGIM AAA CLO ETF
PAAA
+$12M
2
AAPL icon
Apple
AAPL
+$9.7M
3
STXG icon
Strive 1000 Growth ETF
STXG
+$7.02M
4
NVDA icon
NVIDIA
NVDA
+$6.84M
5
STXV icon
Strive 1000 Value ETF
STXV
+$6.49M

Sector Composition

1 Technology 13%
2 Financials 9.73%
3 Consumer Discretionary 4.92%
4 Industrials 4.55%
5 Consumer Staples 4.18%

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