WP

WealthPLAN Partners Portfolio holdings

AUM $669M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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 +$2.52M
2 +$1.51M
3 +$1.51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.27M
5
SCHW icon
Charles Schwab
SCHW
+$1.19M

Top Sells

1 +$41.4M
2 +$12M
3 +$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11.6M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.93%
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