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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.06M 0.35%
82,199
-2,429
77
$3.04M 0.35%
94,681
-1,323
78
$2.99M 0.34%
124,087
+590
79
$2.93M 0.33%
45,850
-4,904
80
$2.78M 0.32%
112,868
+99,684
81
$2.76M 0.31%
72,579
+26
82
$2.54M 0.29%
59,494
-1,740
83
$2.51M 0.29%
11,861
-22,755
84
$2.39M 0.27%
16,533
+631
85
$2.36M 0.27%
25,165
+2,712
86
$2.3M 0.26%
93,541
-56
87
$2.24M 0.26%
9,951
-5,241
88
$2.21M 0.25%
58,672
-321
89
$2.14M 0.24%
64,470
-97,110
90
$2.13M 0.24%
65,847
-88,884
91
$2.09M 0.24%
58,451
+1,731
92
$2.08M 0.24%
41,922
-121
93
$2.03M 0.23%
72,105
+56,241
94
$1.97M 0.22%
62,260
-110,826
95
$1.89M 0.21%
71,703
+350
96
$1.89M 0.21%
40,891
+1,795
97
$1.81M 0.21%
99,649
-1,747
98
$1.8M 0.2%
54,652
-108,232
99
$1.75M 0.2%
15,991
-11,782
100
$1.75M 0.2%
46,143
-135
2 3
4
5 6