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
676
$6.14K ﹤0.01%
+923
677
$6.13K ﹤0.01%
+447
678
$6.1K ﹤0.01%
+34
679
$6.08K ﹤0.01%
+440
680
$6.04K ﹤0.01%
+208
681
$5.96K ﹤0.01%
+360
682
$5.95K ﹤0.01%
+206
683
$5.89K ﹤0.01%
+371
684
$5.83K ﹤0.01%
+3,486
685
$5.63K ﹤0.01%
+130
686
$5.58K ﹤0.01%
+640
687
$5.57K ﹤0.01%
+176
688
$5.57K ﹤0.01%
+365
689
$5.57K ﹤0.01%
+400
690
$5.56K ﹤0.01%
+492
691
$5.54K ﹤0.01%
+333
692
$5.51K ﹤0.01%
+190
693
$5.48K ﹤0.01%
+704
694
$5.46K ﹤0.01%
+416
695
$5.45K ﹤0.01%
+424
696
$5.43K ﹤0.01%
+402
697
$5.43K ﹤0.01%
+1,300
698
$5.41K ﹤0.01%
+93
699
$5.41K ﹤0.01%
+500
700
$5.4K ﹤0.01%
+320