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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
+1.55%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$615M
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow %
165.08%
Top 10 Hldgs %
33.65%
Holding
1,799
New
1,783
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84M
2
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$56.4M
3
DVY icon
iShares Select Dividend ETF
DVY
+$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CC icon
751
Chemours
CC
$2.72B
$32 ﹤0.01%
+18
New +$115
EHC icon
752
Encompass Health
EHC
$10.9B
$32 ﹤0.01%
+1,134
New +$32.3K
ENS icon
753
EnerSys
ENS
$7.33B
$32 ﹤0.01%
+556
New +$33.6K
EVR icon
754
Evercore
EVR
$12.9B
$32 ﹤0.01%
+610
New +$32.9K
SXI icon
755
Standex International
SXI
$3.73B
$32 ﹤0.01%
+382
New +$32.3K
B
756
DELISTED
Barnes Group Inc.
B
$32 ﹤0.01%
+908
New +$33.9K
LABL
757
DELISTED
Multi-Color Corp
LABL
$32 ﹤0.01%
+540
New +$37.1K
DK icon
758
Delek US
DK
$3.56B
$30 ﹤0.01%
+1,256
New +$32.9K
IONS icon
759
Ionis Pharmaceuticals
IONS
$9.38B
$30 ﹤0.01%
+500
New +$27K
RLJ icon
760
RLJ Lodging Trust
RLJ
$1.73B
$30 ﹤0.01%
+1,360
New +$33.3K
DNY
761
DELISTED
DONNELLEY R R & SONS CO
DNY
$30 ﹤0.01%
+2,000
New +$30
EWW icon
762
iShares MSCI Mexico ETF
EWW
$1.85B
$28 ﹤0.01%
+556
New +$29.6K
BANC icon
763
Banc of California
BANC
$3.16B
$26 ﹤0.01%
+1,760
New +$24.3K
RDN icon
764
Radian Group
RDN
$5.05B
$26 ﹤0.01%
+1,872
New +$27.5K
FEI
765
DELISTED
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
$26 ﹤0.01%
+2,000
New +$29.4K
BCR
766
DELISTED
CR Bard Inc.
BCR
$26 ﹤0.01%
+140
New +$26.2K
PFS icon
767
Provident Financial Services
PFS
$3.06B
$22 ﹤0.01%
+1,084
New +$22.1K
TOL icon
768
Toll Brothers
TOL
$13.8B
$20 ﹤0.01%
+630
New +$22.5K
HMN icon
769
Horace Mann Educators
HMN
$2.12B
$18 ﹤0.01%
+558
New +$19.1K
SSE
770
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$17 ﹤0.01%
+38
New +$47
AKAM icon
771
Akamai
AKAM
$18.2B
$16 ﹤0.01%
+300
New +$18.4K
NNI icon
772
Nelnet
NNI
$4.74B
$16 ﹤0.01%
+500
New +$16.8K
BPT
773
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$14 ﹤0.01%
+600
New +$21.1K
IBND icon
774
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$456M
$12 ﹤0.01%
+366
New +$11.4K
TWTR
775
DELISTED
Twitter, Inc.
TWTR
$12 ﹤0.01%
+524
New +$14K
29 30
31
32 33

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