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
851
$7.04K ﹤0.01%
40
-75
852
$6.97K ﹤0.01%
49
853
$6.87K ﹤0.01%
35
-89
854
$6.87K ﹤0.01%
182
855
$6.8K ﹤0.01%
29
+14
856
$6.76K ﹤0.01%
192
-30
857
$6.74K ﹤0.01%
92
858
$6.72K ﹤0.01%
396
859
$6.71K ﹤0.01%
15
-67
860
$6.69K ﹤0.01%
30
-126
861
$6.54K ﹤0.01%
67
-4
862
$6.54K ﹤0.01%
217
863
$6.5K ﹤0.01%
26
-38
864
$6.48K ﹤0.01%
21
865
$6.44K ﹤0.01%
180
866
$6.39K ﹤0.01%
266
867
$6.32K ﹤0.01%
585
868
$6.25K ﹤0.01%
2,767
-50
869
$6.22K ﹤0.01%
121
870
$6.2K ﹤0.01%
236
+10
871
$6.19K ﹤0.01%
202
872
$6.19K ﹤0.01%
76
873
$6.17K ﹤0.01%
+165
874
$6.15K ﹤0.01%
66
875
$5.92K ﹤0.01%
626
-276
33 34
35
36 37