WP

WealthPLAN Partners Portfolio holdings

AUM $709M
AUM
$709M
AUM Growth
+$4.45M
Cap. Flow
+$43.7M
Cap. Flow %
6.16%
Top 10 Hldgs %
30.15%
Holding
261
New
21
Increased
121
Reduced
85
Closed
15
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.78M0.39%21,537
+18,605
+635%
+$2.4M
$2.59M0.37%40,874
+3,692
+10%
+$234K
$2.52M0.36%13,239
+3,108
+31%
+$592K
$2.49M0.35%86,764
+8,795
+11%
+$253K
$2.42M0.34%49,592
+1,095
+2%
+$53.4K
$2.38M0.34%73,760
+5,313
+8%
+$172K
$2.34M0.33%16,015
+96
+0.6%
+$14K
$2.33M0.33%64,749
+7,826
+14%
+$282K
$2.31M0.33%114,768
+46,328
+68%
+$932K
$2.22M0.31%12,629
+66
+0.5%
+$11.6K
$2.17M0.31%12,500
+2,770
+28%
+$480K
$2.13M0.3%11,624
+1,875
+19%
+$344K
$2.07M0.29%41,606
+6,405
+18%
+$319K
$2.06M0.29%4,146
+1,274
+44%
+$634K
$1.97M0.28%3,883
+73
+2%
+$37.1K
$1.95M0.28%5,096
+572
+13%
+$219K
$1.88M0.26%26,047
+3,030
+13%
+$218K
$1.8M0.25%30,620
-8,134
-21%
-$479K
$1.79M0.25%46,816
+2
+0%
+$77
$1.76M0.25%7,615
-1,290
-14%
-$298K
$1.76M0.25%11,371
+154
+1%
+$23.8K
$1.68M0.24%2,495
+1,065
+74%
+$717K
$1.67M0.24%2,840
-21
-0.7%
-$12.4K
$1.65M0.23%1,998
+75
+4%
+$61.9K
$1.61M0.23%38,557
-1,753
-4%
-$73.2K