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
$615M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1 +$84M
2 +$56.4M
3 +$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$0 ﹤0.01%
+150
802
$0 ﹤0.01%
+6
803
$0 ﹤0.01%
+37
804
$0 ﹤0.01%
+1,774
805
$0 ﹤0.01%
+400
806
$0 ﹤0.01%
+6
807
$0 ﹤0.01%
+18
808
$0 ﹤0.01%
+150
809
$0 ﹤0.01%
+4
810
$0 ﹤0.01%
+700