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
901
$5.18K ﹤0.01%
122
-30
902
$5.16K ﹤0.01%
50
903
$5.09K ﹤0.01%
166
904
$5K ﹤0.01%
+250
905
$5K ﹤0.01%
99
906
$4.99K ﹤0.01%
99
907
$4.99K ﹤0.01%
38
908
$4.99K ﹤0.01%
+191
909
$4.98K ﹤0.01%
500
910
$4.97K ﹤0.01%
181
-6
911
$4.96K ﹤0.01%
43
-278
912
$4.92K ﹤0.01%
91
-122
913
$4.91K ﹤0.01%
40
914
$4.89K ﹤0.01%
27
915
$4.88K ﹤0.01%
453
-130
916
$4.82K ﹤0.01%
+124
917
$4.77K ﹤0.01%
114
-99
918
$4.76K ﹤0.01%
35
-15
919
$4.74K ﹤0.01%
19
+11
920
$4.71K ﹤0.01%
91
921
$4.71K ﹤0.01%
32
922
$4.71K ﹤0.01%
250
923
$4.69K ﹤0.01%
+200
924
$4.68K ﹤0.01%
525
+25
925
$4.65K ﹤0.01%
400
35 36
37
38 39