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
876
$5.83K ﹤0.01%
1,149
-1,666
877
$5.8K ﹤0.01%
19
-403
878
$5.78K ﹤0.01%
166
879
$5.76K ﹤0.01%
56
880
$5.76K ﹤0.01%
210
-60
881
$5.63K ﹤0.01%
36
882
$5.57K ﹤0.01%
497
-450
883
$5.56K ﹤0.01%
147
-699
884
$5.56K ﹤0.01%
331
-223
885
$5.56K ﹤0.01%
100
886
$5.55K ﹤0.01%
80
887
$5.53K ﹤0.01%
312
+3
888
$5.51K ﹤0.01%
85
889
$5.5K ﹤0.01%
227
890
$5.46K ﹤0.01%
38
-167
891
$5.39K ﹤0.01%
95
892
$5.33K ﹤0.01%
201
893
$5.29K ﹤0.01%
30
894
$5.29K ﹤0.01%
46
895
$5.29K ﹤0.01%
398
896
$5.25K ﹤0.01%
4
897
$5.23K ﹤0.01%
176
898
$5.22K ﹤0.01%
224
899
$5.22K ﹤0.01%
150
900
$5.2K ﹤0.01%
190
34 35
36
37 38