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
926
$4.63K ﹤0.01%
399
927
$4.6K ﹤0.01%
36
928
$4.57K ﹤0.01%
638
929
$4.56K ﹤0.01%
614
+14
930
$4.52K ﹤0.01%
200
931
$4.5K ﹤0.01%
101
-491
932
$4.42K ﹤0.01%
126
933
$4.4K ﹤0.01%
70
934
$4.36K ﹤0.01%
536
-987
935
$4.35K ﹤0.01%
26
+18
936
$4.35K ﹤0.01%
56
937
$4.33K ﹤0.01%
65
938
$4.32K ﹤0.01%
+600
939
$4.32K ﹤0.01%
75
-101
940
$4.32K ﹤0.01%
130
-1
941
$4.29K ﹤0.01%
11
942
$4.28K ﹤0.01%
100
943
$4.27K ﹤0.01%
430
944
$4.22K ﹤0.01%
216
945
$4.16K ﹤0.01%
233
946
$4.13K ﹤0.01%
+70
947
$4.12K ﹤0.01%
141
-500
948
$4.11K ﹤0.01%
65
949
$4.1K ﹤0.01%
31
950
$4.01K ﹤0.01%
44
36 37
38
39 40