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
$707M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3M
3
+$2.58M
4
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$1.94M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.23M

Top Sells

1
+$13.5M
2
+$6.85M
3
+$5.87M
4
GGG icon
Graco
GGG
+$5.8M
5
MSM icon
MSC Industrial Direct
MSM
+$5.56M

Sector Composition

1 Technology 10.96%
2 Financials 8.75%
3 Consumer Staples 4.7%
4 Industrials 4.42%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$15.1K ﹤0.01%
236
-11
727
$15.1K ﹤0.01%
329
728
$15K ﹤0.01%
+133
729
$14.8K ﹤0.01%
466
+300
730
$14.8K ﹤0.01%
+248
731
$14.8K ﹤0.01%
324
732
$14.6K ﹤0.01%
434
-39
733
$14.6K ﹤0.01%
62
734
$14.4K ﹤0.01%
533
735
$14.3K ﹤0.01%
350
736
$14.1K ﹤0.01%
172
737
$14K ﹤0.01%
1,585
738
$13.8K ﹤0.01%
118
739
$13.7K ﹤0.01%
100
740
$13.7K ﹤0.01%
658
-49
741
$13.5K ﹤0.01%
155
-73
742
$13.5K ﹤0.01%
493
+10
743
$13.4K ﹤0.01%
+500
744
$13.4K ﹤0.01%
496
+400
745
$13.3K ﹤0.01%
1,335
746
$13.2K ﹤0.01%
3,039
747
$13.2K ﹤0.01%
+289
748
$13K ﹤0.01%
480
-500
749
$12.8K ﹤0.01%
106
-101
750
$12.7K ﹤0.01%
109
28 29
30
31 32