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
$1.43B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.4M
2
+$41M
3
+$36.1M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.9M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.08%
2 Consumer Staples 8.78%
3 Financials 8.42%
4 Industrials 7.64%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.31%
+209,766
77
$4.35M 0.3%
+149,483
78
$4.33M 0.3%
+394,043
79
$4.06M 0.28%
+19,007
80
$3.79M 0.26%
+18,114
81
$3.78M 0.26%
+18,593
82
$3.68M 0.26%
+37,043
83
$3.68M 0.26%
+87,494
84
$3.62M 0.25%
+82,852
85
$3.53M 0.25%
+14,793
86
$3.52M 0.25%
+96,004
87
$3.48M 0.24%
+15,192
88
$3.45M 0.24%
+79,592
89
$3.24M 0.23%
+123,497
90
$3.23M 0.23%
+27,773
91
$3.23M 0.23%
+125,821
92
$3.23M 0.23%
+84,628
93
$3.2M 0.22%
+50,754
94
$3.18M 0.22%
+110,959
95
$3.12M 0.22%
+8,539
96
$3.11M 0.22%
+32,820
97
$3.06M 0.21%
+9,971
98
$3.03M 0.21%
+72,553
99
$3.01M 0.21%
+1,190,914
100
$2.82M 0.2%
+95,218
2 3
4
5 6