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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+2.92%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$307M
AUM Growth
-$472M
Cap. Flow
-$742M
Cap. Flow %
-241.65%
Top 10 Hldgs %
45.48%
Holding
2,725
New
59
Increased
57
Reduced
710
Closed
1,771

Top Buys

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$10.5M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.43M
4
HRI icon
Herc Holdings
HRI
+$1.05M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$414K

Top Sells

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$31.2M
2
DVY icon
iShares Select Dividend ETF
DVY
+$29.7M
3
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$18.3M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.9M
5
AAPL icon
Apple
AAPL
+$13.9M

Sector Composition

1 Financials 17.61%
2 Healthcare 7.74%
3 Technology 6.51%
4 Industrials 5.54%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRZO
726
DELISTED
Carrizo Oil & Gas Inc
CRZO
$4.67K ﹤0.01%
115
– –
BKE icon
727
Buckle
BKE
$2.19B
$4.67K ﹤0.01%
200
-200
-50% -$5.16K
IJK icon
728
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$4.67K ﹤0.01%
108
-540
-83% -$23.7K
MEG
729
DELISTED
Media General, Inc
MEG
$4.61K ﹤0.01%
250
– –
UHT
730
Universal Health Realty Income Trust
UHT
$589M
$4.56K ﹤0.01%
75
-265
-78% -$16K
IDX icon
731
VanEck Indonesia Index ETF
IDX
$29.6M
$4.54K ﹤0.01%
193
-193
-50% -$4.44K
SAP icon
732
SAP
SAP
$181B
$4.53K ﹤0.01%
50
– –
LSAK icon
733
Lesaka Technologies
LSAK
$417M
$4.5K ﹤0.01%
500
– –
BG icon
734
Bunge Global
BG
$22.6B
$4.49K ﹤0.01%
75
-75
-50% -$4.66K
ETV
735
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
$4.47K ﹤0.01%
300
-14,300
-98% -$213K
MDIV icon
736
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$422M
$4.47K ﹤0.01%
240
-3,132
-93% -$60.9K
SBSW icon
737
Sibanye-Stillwater
SBSW
$6.06B
$4.45K ﹤0.01%
+376
New +$5.99K
USO icon
738
United States Oil Fund
USO
$2.47B
$4.44K ﹤0.01%
50
– –
WPZ
739
DELISTED
Williams Partners L.P.
WPZ
$4.43K ﹤0.01%
124
-118
-49% -$4.34K
DRD
740
DRDGold
DRD
$1.8B
$4.43K ﹤0.01%
+982
New +$6.71K
JQC icon
741
Nuveen Credit Strategies Income Fund
JQC
$711M
$4.42K ﹤0.01%
525
– –
NAT icon
742
Nordic American Tanker
NAT
$1.33B
$4.42K ﹤0.01%
447
-244
-35% -$2.83K
FTNT icon
743
Fortinet
FTNT
$122B
$4.42K ﹤0.01%
600
– –
EOG icon
744
EOG Resources
EOG
$73.5B
$4.38K ﹤0.01%
46
-84
-65% -$7.38K
TGNA
745
DELISTED
TEGNA Inc
TGNA
$4.38K ﹤0.01%
313
-312
-50% -$4.39K
BSV icon
746
Vanguard Short-Term Bond ETF
BSV
$44.7B
$4.35K ﹤0.01%
54
-255
-83% -$20.6K
IMVP
747
Invesco India ETF
IMVP
$125M
$4.3K ﹤0.01%
204
-204
-50% -$4.19K
WYY icon
748
WidePoint Corp
WYY
$128M
$4.28K ﹤0.01%
1,020
-2,980
-75% -$15.6K
B
749
Barrick Mining
B
$61.1B
$4.28K ﹤0.01%
+277
New +$5.52K
SBGI icon
750
Sinclair Inc
SBGI
$997M
$4.26K ﹤0.01%
150
-150
-50% -$4.35K
28 29
30
31 32

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