WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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 +$2.52M
2 +$1.51M
3 +$1.51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.27M
5
SCHW icon
Charles Schwab
SCHW
+$1.19M

Top Sells

1 +$41.4M
2 +$12M
3 +$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11.6M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.93%
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