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
701
$22.6K ﹤0.01%
+95
702
$22.4K ﹤0.01%
+939
703
$22.1K ﹤0.01%
+641
704
$21.9K ﹤0.01%
265
-6,938
705
$21.9K ﹤0.01%
+251
706
$21.8K ﹤0.01%
+985
707
$21.8K ﹤0.01%
+400
708
$21.7K ﹤0.01%
+95
709
$21.7K ﹤0.01%
+262
710
$21.5K ﹤0.01%
+666
711
$21.5K ﹤0.01%
+600
712
$21.5K ﹤0.01%
258
-3,466
713
$21.5K ﹤0.01%
+282
714
$21.4K ﹤0.01%
+77
715
$21.1K ﹤0.01%
+789
716
$21.1K ﹤0.01%
+333
717
$21K ﹤0.01%
+675
718
$20.9K ﹤0.01%
+2,455
719
$20.8K ﹤0.01%
+296
720
$20.8K ﹤0.01%
+404
721
$20.7K ﹤0.01%
+524
722
$20.7K ﹤0.01%
+894
723
$20.3K ﹤0.01%
+397
724
$20.3K ﹤0.01%
+8,699
725
$20.2K ﹤0.01%
+349
27 28
29
30 31