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
851
$10.2K ﹤0.01%
+234
852
$10.2K ﹤0.01%
+336
853
$10.2K ﹤0.01%
+525
854
$10.2K ﹤0.01%
+67
855
$10.2K ﹤0.01%
+220
856
$10.1K ﹤0.01%
+280
857
$10.1K ﹤0.01%
+263
858
$10.1K ﹤0.01%
+1,045
859
$10K ﹤0.01%
+33
860
$10K ﹤0.01%
+38
861
$10K ﹤0.01%
+440
862
$9.96K ﹤0.01%
+947
863
$9.96K ﹤0.01%
+167
864
$9.96K ﹤0.01%
+902
865
$9.92K ﹤0.01%
+2,000
866
$9.83K ﹤0.01%
+1,121
867
$9.77K ﹤0.01%
+456
868
$9.76K ﹤0.01%
+50
869
$9.76K ﹤0.01%
+195
870
$9.74K ﹤0.01%
+321
871
$9.64K ﹤0.01%
+227
872
$9.63K ﹤0.01%
+36
873
$9.62K ﹤0.01%
+62
874
$9.51K ﹤0.01%
+200
875
$9.45K ﹤0.01%
+59
33 34
35
36 37