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
951
$4.01K ﹤0.01%
36
+30
952
$3.99K ﹤0.01%
52
953
$3.97K ﹤0.01%
33
-6
954
$3.93K ﹤0.01%
206
955
$3.89K ﹤0.01%
50
956
$3.88K ﹤0.01%
221
957
$3.79K ﹤0.01%
132
-60
958
$3.76K ﹤0.01%
814
+381
959
$3.74K ﹤0.01%
+27
960
$3.73K ﹤0.01%
104
961
$3.73K ﹤0.01%
144
962
$3.65K ﹤0.01%
24
963
$3.65K ﹤0.01%
660
964
$3.63K ﹤0.01%
100
965
$3.62K ﹤0.01%
250
966
$3.58K ﹤0.01%
100
967
$3.58K ﹤0.01%
4
968
$3.56K ﹤0.01%
+78
969
$3.54K ﹤0.01%
16
970
$3.46K ﹤0.01%
+250
971
$3.45K ﹤0.01%
120
972
$3.39K ﹤0.01%
124
973
$3.38K ﹤0.01%
264
974
$3.37K ﹤0.01%
50
975
$3.37K ﹤0.01%
300
37 38
39
40 41