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
676
$20.1K ﹤0.01%
940
-563
677
$20K ﹤0.01%
562
+244
678
$20K ﹤0.01%
+428
679
$20K ﹤0.01%
877
680
$19.9K ﹤0.01%
41
+8
681
$19.8K ﹤0.01%
559
-82
682
$19.7K ﹤0.01%
473
683
$19.7K ﹤0.01%
2,559
-1,354
684
$19.7K ﹤0.01%
500
685
$19.6K ﹤0.01%
59
686
$19.4K ﹤0.01%
178
687
$19.3K ﹤0.01%
413
688
$19.2K ﹤0.01%
264
-114
689
$19K ﹤0.01%
276
+141
690
$18.8K ﹤0.01%
334
691
$18.7K ﹤0.01%
90
+77
692
$18.7K ﹤0.01%
303
-150
693
$18.7K ﹤0.01%
223
-39
694
$18.6K ﹤0.01%
359
-977
695
$18.5K ﹤0.01%
401
+2
696
$18.3K ﹤0.01%
670
697
$18.2K ﹤0.01%
+972
698
$18.2K ﹤0.01%
325
699
$18K ﹤0.01%
381
-312
700
$18K ﹤0.01%
98
-591
26 27
28
29 30