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
701
$17.8K ﹤0.01%
40
702
$17.8K ﹤0.01%
402
703
$17.6K ﹤0.01%
650
-502
704
$17.3K ﹤0.01%
967
-50
705
$17.3K ﹤0.01%
437
-87
706
$17.2K ﹤0.01%
365
707
$17.1K ﹤0.01%
510
708
$17K ﹤0.01%
238
+23
709
$17K ﹤0.01%
330
710
$16.9K ﹤0.01%
1,457
-665
711
$16.8K ﹤0.01%
467
-2,382
712
$16.8K ﹤0.01%
342
713
$16.7K ﹤0.01%
241
714
$16.6K ﹤0.01%
21
-152
715
$16.5K ﹤0.01%
339
-6
716
$16.3K ﹤0.01%
500
717
$16.2K ﹤0.01%
275
+44
718
$16.2K ﹤0.01%
269
-50
719
$15.8K ﹤0.01%
251
720
$15.8K ﹤0.01%
381
-1,879
721
$15.5K ﹤0.01%
392
722
$15.4K ﹤0.01%
1,955
+24
723
$15.4K ﹤0.01%
53
-43
724
$15.4K ﹤0.01%
13
725
$15.2K ﹤0.01%
300
27 28
29
30 31