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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$1.58M
3 +$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1 +$46.3M
2 +$12.4M
3 +$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$25.5K ﹤0.01%
+457
677
$25.4K ﹤0.01%
+334
678
$25.3K ﹤0.01%
+592
679
$25.2K ﹤0.01%
+231
680
$25K ﹤0.01%
+980
681
$25K ﹤0.01%
+300
682
$24.9K ﹤0.01%
+570
683
$24.8K ﹤0.01%
+641
684
$24.8K ﹤0.01%
+126
685
$24.7K ﹤0.01%
+417
686
$24.7K ﹤0.01%
+952
687
$24.6K ﹤0.01%
+2,122
688
$24.2K ﹤0.01%
+302
689
$24.2K ﹤0.01%
+823
690
$24.1K ﹤0.01%
+571
691
$24K ﹤0.01%
+472
692
$24K ﹤0.01%
+400
693
$23.6K ﹤0.01%
+1,300
694
$23.5K ﹤0.01%
+400
695
$23.2K ﹤0.01%
+333
696
$23K ﹤0.01%
+174
697
$22.9K ﹤0.01%
+2,707
698
$22.9K ﹤0.01%
207
-4,779
699
$22.7K ﹤0.01%
+199
700
$22.6K ﹤0.01%
+2,000