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
51
$5.01M 0.57%
200,457
-333,587
52
$4.94M 0.56%
202,632
-53,418
53
$4.66M 0.53%
89,837
-1,103
54
$4.51M 0.51%
178,722
-170,378
55
$4.48M 0.51%
75,321
+769
56
$4.28M 0.49%
78,374
-50,923
57
$4.21M 0.48%
42,391
+5,348
58
$4.1M 0.47%
11,283
-13,731
59
$4.01M 0.46%
406,497
+12,454
60
$3.94M 0.45%
30,215
-19,106
61
$3.62M 0.41%
143,211
-79,226
62
$3.56M 0.4%
17,687
-10,491
63
$3.55M 0.4%
108,565
-2,394
64
$3.45M 0.39%
10,755
+784
65
$3.44M 0.39%
69,189
-44,681
66
$3.43M 0.39%
18,113
-480
67
$3.42M 0.39%
59,212
-41,488
68
$3.28M 0.37%
14,539
-22,365
69
$3.28M 0.37%
39,155
-28,149
70
$3.25M 0.37%
143,116
-66,650
71
$3.25M 0.37%
53,106
-61,956
72
$3.24M 0.37%
100,282
+5,064
73
$3.21M 0.36%
136,740
+19,702
74
$3.18M 0.36%
57,387
-34,050
75
$3.06M 0.35%
13,702
-18,804
1 2
3
4 5