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
$641M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$865K
4
JPM icon
JPMorgan Chase
JPM
+$600K
5
NUE icon
Nucor
NUE
+$516K

Top Sells

1
+$1.64M
2
+$999K
3
+$933K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$509K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$426K

Sector Composition

1 Financials 16.1%
2 Technology 7.71%
3 Healthcare 5.82%
4 Industrials 5.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.57%
12
52
$3.6M 0.56%
32,645
+1,762
53
$3.5M 0.55%
84,847
-3,009
54
$3.48M 0.54%
23,915
+2,367
55
$3.43M 0.54%
23,507
+906
56
$3.4M 0.53%
36,320
+1,980
57
$3.32M 0.52%
87,756
+1,391
58
$3.27M 0.51%
65,223
+1,881
59
$3.21M 0.5%
82,177
+475
60
$3.2M 0.5%
41,030
-2,101
61
$3.16M 0.49%
126,783
+8,237
62
$3.11M 0.48%
25,556
+72
63
$3.08M 0.48%
39,540
-267
64
$3.07M 0.48%
13,953
+1,461
65
$3.04M 0.47%
31,523
+1,664
66
$2.9M 0.45%
118,224
+1,598
67
$2.85M 0.44%
37,284
-1,924
68
$2.83M 0.44%
177,216
-3,586
69
$2.71M 0.42%
97,508
+2,069
70
$2.63M 0.41%
138,829
+1,814
71
$2.44M 0.38%
91,227
+347
72
$2.38M 0.37%
31,662
73
$2.38M 0.37%
6,872
-512
74
$2.33M 0.36%
45,213
+1,300
75
$2.25M 0.35%
39,555
+573
1 2
3
4 5