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
751
$12.7K ﹤0.01%
558
752
$12.6K ﹤0.01%
668
753
$12.6K ﹤0.01%
420
754
$12.5K ﹤0.01%
200
755
$12.4K ﹤0.01%
+200
756
$12.2K ﹤0.01%
100
757
$12.1K ﹤0.01%
83
758
$12K ﹤0.01%
384
759
$11.9K ﹤0.01%
3,038
760
$11.9K ﹤0.01%
243
761
$11.8K ﹤0.01%
+800
762
$11.8K ﹤0.01%
+300
763
$11.8K ﹤0.01%
15
764
$11.7K ﹤0.01%
2,033
765
$11.7K ﹤0.01%
+141
766
$11.6K ﹤0.01%
629
-56
767
$11.6K ﹤0.01%
400
768
$11.5K ﹤0.01%
38
769
$11.5K ﹤0.01%
283
770
$11.4K ﹤0.01%
116
+1
771
$11.4K ﹤0.01%
59
772
$11.4K ﹤0.01%
59
773
$11.3K ﹤0.01%
892
-118
774
$11.3K ﹤0.01%
320
-2,646
775
$11.3K ﹤0.01%
2,252
29 30
31
32 33