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
726
$20.2K ﹤0.01%
+670
727
$20K ﹤0.01%
271
-4,020
728
$20K ﹤0.01%
+1,500
729
$19.9K ﹤0.01%
+500
730
$19.8K ﹤0.01%
+1,112
731
$19.6K ﹤0.01%
+86
732
$19.6K ﹤0.01%
+175
733
$19.5K ﹤0.01%
+590
734
$19.4K ﹤0.01%
+333
735
$19.3K ﹤0.01%
+63
736
$19.2K ﹤0.01%
+473
737
$19.2K ﹤0.01%
+319
738
$19.2K ﹤0.01%
+200
739
$18.7K ﹤0.01%
+399
740
$18.7K ﹤0.01%
+178
741
$18.6K ﹤0.01%
+467
742
$18.5K ﹤0.01%
+228
743
$18.4K ﹤0.01%
+413
744
$18.4K ﹤0.01%
+40
745
$18.3K ﹤0.01%
+72
746
$18.3K ﹤0.01%
+330
747
$18.1K ﹤0.01%
+785
748
$18.1K ﹤0.01%
+59
749
$18K ﹤0.01%
+365
750
$17.7K ﹤0.01%
+325