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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72K 0.25%
+898
77
$71.8K 0.25%
+4,093
78
$70.6K 0.25%
+3,049
79
$70.3K 0.24%
+872
80
$69.6K 0.24%
+3,239
81
$68K 0.24%
+1,204
82
$67.2K 0.23%
+625
83
$67.1K 0.23%
+1,580
84
$65.7K 0.23%
+1,663
85
$65.3K 0.23%
+1,230
86
$63.5K 0.22%
+1,044
87
$63K 0.22%
+4,000
88
$62.1K 0.22%
+793
89
$61.9K 0.22%
+559
90
$61.5K 0.21%
+764
91
$60.9K 0.21%
+1,792
92
$60.5K 0.21%
+1,950
93
$60.5K 0.21%
+1,410
94
$60.2K 0.21%
+738
95
$58.8K 0.2%
+1,523
96
$58.7K 0.2%
+1,936
97
$58.6K 0.2%
+3,314
98
$58.4K 0.2%
+872
99
$58.2K 0.2%
+483
100
$57.8K 0.2%
+362
2 3
4
5 6