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
801
$9.27K ﹤0.01%
688
802
$9.25K ﹤0.01%
456
803
$9.23K ﹤0.01%
227
804
$9.19K ﹤0.01%
84
+54
805
$9.14K ﹤0.01%
21
806
$8.95K ﹤0.01%
72
+28
807
$8.88K ﹤0.01%
53
-42
808
$8.88K ﹤0.01%
33
809
$8.84K ﹤0.01%
205
+2
810
$8.82K ﹤0.01%
24
-2
811
$8.74K ﹤0.01%
+201
812
$8.66K ﹤0.01%
100
813
$8.66K ﹤0.01%
70
814
$8.63K ﹤0.01%
200
815
$8.58K ﹤0.01%
168
-51
816
$8.58K ﹤0.01%
70
817
$8.54K ﹤0.01%
136
-2,646
818
$8.51K ﹤0.01%
70
-5
819
$8.5K ﹤0.01%
100
820
$8.48K ﹤0.01%
325
+4
821
$8.47K ﹤0.01%
186
822
$8.42K ﹤0.01%
205
823
$8.38K ﹤0.01%
69
824
$8.36K ﹤0.01%
190
-5
825
$8.25K ﹤0.01%
249
31 32
33
34 35