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
826
$8.17K ﹤0.01%
219
-158
827
$8.16K ﹤0.01%
+727
828
$8.16K ﹤0.01%
511
829
$8.09K ﹤0.01%
124
830
$8.01K ﹤0.01%
545
831
$8K ﹤0.01%
250
832
$7.9K ﹤0.01%
11
-82
833
$7.73K ﹤0.01%
69
834
$7.72K ﹤0.01%
273
-26,971
835
$7.71K ﹤0.01%
106
-165
836
$7.65K ﹤0.01%
+1,500
837
$7.57K ﹤0.01%
85
838
$7.53K ﹤0.01%
87
839
$7.44K ﹤0.01%
151
840
$7.42K ﹤0.01%
166
-1,600
841
$7.41K ﹤0.01%
76
-14,547
842
$7.4K ﹤0.01%
400
843
$7.3K ﹤0.01%
165
+55
844
$7.3K ﹤0.01%
363
-59
845
$7.27K ﹤0.01%
60
846
$7.15K ﹤0.01%
234
847
$7.13K ﹤0.01%
156
848
$7.1K ﹤0.01%
851
849
$7.06K ﹤0.01%
+97
850
$7.04K ﹤0.01%
229
32 33
34
35 36