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
$307M
AUM Growth
-$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,725
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.3M
3
+$1.42M
4
HRI icon
Herc Holdings
HRI
+$1.06M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$391K

Top Sells

1
+$30.6M
2
+$28.9M
3
+$18.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$18.1M
5
AAPL icon
Apple
AAPL
+$14.8M

Sector Composition

1 Financials 17.61%
2 Healthcare 7.74%
3 Technology 6.51%
4 Industrials 5.54%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.05K ﹤0.01%
+14
852
$2.01K ﹤0.01%
+30
853
$1.99K ﹤0.01%
183
-175
854
$1.99K ﹤0.01%
26
-351
855
$1.98K ﹤0.01%
18
-19
856
$1.98K ﹤0.01%
21
-19
857
$1.94K ﹤0.01%
126
-205
858
$1.91K ﹤0.01%
1,030
859
$1.85K ﹤0.01%
115
-145
860
$1.83K ﹤0.01%
1
-1
861
$1.83K ﹤0.01%
88
-88
862
$1.83K ﹤0.01%
63
-1,035
863
$1.79K ﹤0.01%
179
864
$1.77K ﹤0.01%
137
-135
865
$1.76K ﹤0.01%
+185
866
$1.75K ﹤0.01%
100
-100
867
$1.71K ﹤0.01%
100
-100
868
$1.7K ﹤0.01%
61
-39
869
$1.65K ﹤0.01%
119
-119
870
$1.62K ﹤0.01%
31
871
$1.61K ﹤0.01%
30
-30
872
$1.58K ﹤0.01%
59
-42
873
$1.56K ﹤0.01%
28
874
$1.52K ﹤0.01%
34
-1,905
875
$1.52K ﹤0.01%
32
-32
33 34
35
36 37