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
$707M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3M
3
+$2.58M
4
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$1.94M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.23M

Top Sells

1
+$13.5M
2
+$6.85M
3
+$5.87M
4
GGG icon
Graco
GGG
+$5.8M
5
MSM icon
MSC Industrial Direct
MSM
+$5.56M

Sector Composition

1 Technology 10.96%
2 Financials 8.75%
3 Consumer Staples 4.7%
4 Industrials 4.42%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.35K ﹤0.01%
100
977
$3.34K ﹤0.01%
45
978
$3.29K ﹤0.01%
130
-11
979
$3.27K ﹤0.01%
80
980
$3.25K ﹤0.01%
+10
981
$3.25K ﹤0.01%
38
-258
982
$3.23K ﹤0.01%
+13
983
$3.21K ﹤0.01%
+50
984
$3.21K ﹤0.01%
+74
985
$3.19K ﹤0.01%
109
-161
986
$3.18K ﹤0.01%
+19
987
$3.18K ﹤0.01%
+41
988
$3.16K ﹤0.01%
+14
989
$3.15K ﹤0.01%
196
-1,804
990
$3.14K ﹤0.01%
+47
991
$3.14K ﹤0.01%
32
992
$3.13K ﹤0.01%
474
-184
993
$3.13K ﹤0.01%
9
-54
994
$3.1K ﹤0.01%
303
995
$3.09K ﹤0.01%
63
996
$3.08K ﹤0.01%
103
997
$3.08K ﹤0.01%
330
998
$3.08K ﹤0.01%
+92
999
$3.06K ﹤0.01%
+249
1000
$3.04K ﹤0.01%
62
38 39
40
41 42