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
$641M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$865K
4
JPM icon
JPMorgan Chase
JPM
+$600K
5
NUE icon
Nucor
NUE
+$516K

Top Sells

1
+$1.64M
2
+$999K
3
+$933K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$509K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$426K

Sector Composition

1 Financials 16.1%
2 Technology 7.71%
3 Healthcare 5.82%
4 Industrials 5.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.35%
56,188
+2,170
77
$2.17M 0.34%
187,210
-770
78
$2.07M 0.32%
117,883
-1,513
79
$2.01M 0.31%
7,061
+27
80
$1.95M 0.3%
51,714
+1,365
81
$1.92M 0.3%
62,958
+22
82
$1.88M 0.29%
41,033
-649
83
$1.87M 0.29%
31,880
+520
84
$1.85M 0.29%
43,570
+875
85
$1.72M 0.27%
23,675
-83
86
$1.5M 0.23%
48,762
+476
87
$1.38M 0.22%
12,822
-528
88
$1.35M 0.21%
18,090
89
$1.33M 0.21%
26,846
-577
90
$1.31M 0.21%
33,324
-6,036
91
$1.2M 0.19%
20,152
-1,049
92
$1.19M 0.19%
24,052
-1,729
93
$1.1M 0.17%
+23,109
94
$1.09M 0.17%
5,483
+34
95
$1.09M 0.17%
26,568
-381
96
$1.07M 0.17%
12,333
+335
97
$1.05M 0.16%
+38,800
98
$1.04M 0.16%
24,822
+340
99
$1.03M 0.16%
12,084
-27
100
$1.03M 0.16%
41,755
2 3
4
5 6