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
901
$8.44K ﹤0.01%
+205
902
$8.41K ﹤0.01%
+118
903
$8.37K ﹤0.01%
+249
904
$8.37K ﹤0.01%
+70
905
$8.36K ﹤0.01%
+332
906
$8.3K ﹤0.01%
+28
907
$8.29K ﹤0.01%
+545
908
$8.28K ﹤0.01%
+250
909
$8.23K ﹤0.01%
+216
910
$8.2K ﹤0.01%
+100
911
$8.18K ﹤0.01%
+213
912
$8.17K ﹤0.01%
+688
913
$8.16K ﹤0.01%
+511
914
$8.12K ﹤0.01%
+384
915
$8.11K ﹤0.01%
+143
916
$8.11K ﹤0.01%
+21
917
$8.07K ﹤0.01%
+400
918
$7.96K ﹤0.01%
+203
919
$7.96K ﹤0.01%
+160
920
$7.79K ﹤0.01%
+69
921
$7.66K ﹤0.01%
+132
922
$7.59K ﹤0.01%
+180
923
$7.57K ﹤0.01%
+270
924
$7.54K ﹤0.01%
+186
925
$7.54K ﹤0.01%
+82
35 36
37
38 39