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
876
$9.33K ﹤0.01%
+100
877
$9.3K ﹤0.01%
+26
878
$9.27K ﹤0.01%
+422
879
$9.15K ﹤0.01%
+968
880
$9.1K ﹤0.01%
+55
881
$9.05K ﹤0.01%
+86
882
$9.02K ﹤0.01%
+165
883
$8.92K ﹤0.01%
+215
884
$8.91K ﹤0.01%
+97
885
$8.89K ﹤0.01%
+213
886
$8.86K ﹤0.01%
+176
887
$8.86K ﹤0.01%
+120
888
$8.86K ﹤0.01%
+150
889
$8.84K ﹤0.01%
+396
890
$8.82K ﹤0.01%
+554
891
$8.77K ﹤0.01%
+75
892
$8.76K ﹤0.01%
+626
893
$8.74K ﹤0.01%
+60
894
$8.66K ﹤0.01%
+70
895
$8.57K ﹤0.01%
+384
896
$8.57K ﹤0.01%
+213
897
$8.55K ﹤0.01%
+147
898
$8.53K ﹤0.01%
+68
899
$8.52K ﹤0.01%
+232
900
$8.44K ﹤0.01%
+222