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
801
$13K ﹤0.01%
+685
802
$12.9K ﹤0.01%
+810
803
$12.8K ﹤0.01%
+473
804
$12.8K ﹤0.01%
+219
805
$12.7K ﹤0.01%
+2,033
806
$12.7K ﹤0.01%
+62
807
$12.7K ﹤0.01%
+100
808
$12.6K ﹤0.01%
+562
809
$12.6K ﹤0.01%
+1,010
810
$12.6K ﹤0.01%
+318
811
$12.5K ﹤0.01%
+3,038
812
$12.5K ﹤0.01%
+500
813
$12.4K ﹤0.01%
+368
814
$12.3K ﹤0.01%
+668
815
$12.2K ﹤0.01%
+277
816
$12.2K ﹤0.01%
+812
817
$12.1K ﹤0.01%
+2,815
818
$12.1K ﹤0.01%
2,156
819
$11.9K ﹤0.01%
+558
820
$11.8K ﹤0.01%
+384
821
$11.8K ﹤0.01%
+360
822
$11.8K ﹤0.01%
+542
823
$11.7K ﹤0.01%
+12
824
$11.7K ﹤0.01%
+35
825
$11.7K ﹤0.01%
+83
31 32
33
34 35