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
751
$17.7K ﹤0.01%
+115
752
$17.7K ﹤0.01%
+122
753
$17.6K ﹤0.01%
+120
754
$17.5K ﹤0.01%
+241
755
$17.4K ﹤0.01%
+510
756
$17.3K ﹤0.01%
+1,468
757
$17.2K ﹤0.01%
+345
758
$17.2K ﹤0.01%
+334
759
$17.1K ﹤0.01%
+13
760
$17K ﹤0.01%
+70
761
$17K ﹤0.01%
+877
762
$16.8K ﹤0.01%
+342
763
$16.6K ﹤0.01%
+707
764
$16.3K ﹤0.01%
+57
765
$16.2K ﹤0.01%
+402
766
$16.2K ﹤0.01%
+428
767
$16.1K ﹤0.01%
+247
768
$15.9K ﹤0.01%
+118
769
$15.9K ﹤0.01%
+1,097
770
$15.9K ﹤0.01%
+1,931
771
$15.9K ﹤0.01%
+251
772
$15.5K ﹤0.01%
+377
773
$15.2K ﹤0.01%
+324
774
$15.1K ﹤0.01%
+251
775
$15.1K ﹤0.01%
+300