WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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 +$2.52M
2 +$1.51M
3 +$1.51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.27M
5
SCHW icon
Charles Schwab
SCHW
+$1.19M

Top Sells

1 +$41.4M
2 +$12M
3 +$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11.6M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.93%
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