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
776
$15K ﹤0.01%
+1,017
777
$14.9K ﹤0.01%
+329
778
$14.9K ﹤0.01%
+389
779
$14.6K ﹤0.01%
+533
780
$14.5K ﹤0.01%
+215
781
$14.4K ﹤0.01%
+172
782
$14K ﹤0.01%
275
-15,284
783
$13.7K ﹤0.01%
+231
784
$13.7K ﹤0.01%
+1,335
785
$13.7K ﹤0.01%
+483
786
$13.7K ﹤0.01%
+64
787
$13.6K ﹤0.01%
+365
788
$13.6K ﹤0.01%
+3,039
789
$13.6K ﹤0.01%
+507
790
$13.5K ﹤0.01%
+180
791
$13.4K ﹤0.01%
+600
792
$13.4K ﹤0.01%
+392
793
$13.3K ﹤0.01%
+420
794
$13.3K ﹤0.01%
+600
795
$13.3K ﹤0.01%
+262
796
$13.3K ﹤0.01%
+1,629
797
$13.2K ﹤0.01%
+33
798
$13.2K ﹤0.01%
+1,523
799
$13.1K ﹤0.01%
500
800
$13.1K ﹤0.01%
+129