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
776
$11.2K ﹤0.01%
1,338
-291
777
$11.1K ﹤0.01%
1,822
-334
778
$11K ﹤0.01%
185
779
$10.9K ﹤0.01%
+162
780
$10.9K ﹤0.01%
325
781
$10.8K ﹤0.01%
143
782
$10.7K ﹤0.01%
280
783
$10.6K ﹤0.01%
451
784
$10.6K ﹤0.01%
1,579
-876
785
$10.5K ﹤0.01%
1,000
786
$10.4K ﹤0.01%
234
787
$10.4K ﹤0.01%
64
+23
788
$10.3K ﹤0.01%
78
789
$10.3K ﹤0.01%
55
790
$10.3K ﹤0.01%
200
791
$9.98K ﹤0.01%
257
-171
792
$9.89K ﹤0.01%
67
793
$9.81K ﹤0.01%
50
794
$9.81K ﹤0.01%
1,121
795
$9.66K ﹤0.01%
441
-2,299
796
$9.61K ﹤0.01%
265
+2
797
$9.61K ﹤0.01%
147
798
$9.5K ﹤0.01%
951
-94
799
$9.47K ﹤0.01%
332
800
$9.43K ﹤0.01%
639
+13
30 31
32
33 34