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
$847M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.3M
3
+$7.67M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.87M
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$3.27M

Top Sells

1
+$5.88M
2
+$5.27M
3
+$3.21M
4
GOLF icon
Acushnet Holdings
GOLF
+$3.08M
5
AAPL icon
Apple
AAPL
+$2.7M

Sector Composition

1 Financials 13.6%
2 Technology 8.18%
3 Consumer Staples 5.62%
4 Healthcare 5.44%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.61%
107,791
+348
52
$5.03M 0.59%
27,229
-12
53
$5.03M 0.59%
36,698
+3,490
54
$4.96M 0.59%
93,169
-1,218
55
$4.92M 0.58%
34,705
+10,206
56
$4.62M 0.55%
23,262
+4,251
57
$4.57M 0.54%
75,949
+1,121
58
$4.14M 0.49%
16,829
+1,071
59
$3.96M 0.47%
94,745
-450
60
$3.88M 0.46%
25,668
+47
61
$3.85M 0.45%
39,830
+935
62
$3.75M 0.44%
11
63
$3.63M 0.43%
10,770
+1,226
64
$3.6M 0.42%
143,622
+9,976
65
$3.57M 0.42%
20,824
-1,650
66
$3.52M 0.42%
39,838
+19,422
67
$3.5M 0.41%
34,392
-51,816
68
$3.4M 0.4%
85,588
-525
69
$3.27M 0.39%
+125,989
70
$3.17M 0.37%
88,512
+1,382
71
$3.14M 0.37%
52,801
+158
72
$3.07M 0.36%
36,601
-3,943
73
$3.03M 0.36%
48,138
-51,081
74
$3.01M 0.36%
59,749
-1,893
75
$2.94M 0.35%
18,549
+831
1 2
3
4 5