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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.37%
+449
52
$106K 0.37%
+3,515
53
$104K 0.36%
+3,323
54
$101K 0.35%
+7,110
55
$96.4K 0.33%
+7,129
56
$96.4K 0.33%
+2,971
57
$95.3K 0.33%
+8,636
58
$93.8K 0.33%
+7,139
59
$93.2K 0.32%
+558
60
$92.8K 0.32%
+1,077
61
$88.4K 0.31%
+2,193
62
$87.7K 0.3%
+915
63
$86.8K 0.3%
+2,198
64
$84.9K 0.29%
+3,110
65
$84.7K 0.29%
+5,630
66
$83.7K 0.29%
+1,605
67
$82.1K 0.29%
+4,301
68
$81.7K 0.28%
+3,605
69
$79.6K 0.28%
+4,000
70
$79K 0.27%
+1,721
71
$77.7K 0.27%
+1,305
72
$77.4K 0.27%
+9,515
73
$76.2K 0.26%
+1,443
74
$76K 0.26%
+712
75
$74.3K 0.26%
+1,351
1 2
3
4 5