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
1001
$3.03K ﹤0.01%
394
+128
1002
$3K ﹤0.01%
54
1003
$3K ﹤0.01%
52
1004
$3K ﹤0.01%
+102
1005
$2.96K ﹤0.01%
150
1006
$2.96K ﹤0.01%
+32
1007
$2.96K ﹤0.01%
+16
1008
$2.96K ﹤0.01%
181
1009
$2.93K ﹤0.01%
317
1010
$2.92K ﹤0.01%
41
1011
$2.9K ﹤0.01%
55
1012
$2.9K ﹤0.01%
+4
1013
$2.89K ﹤0.01%
+9
1014
$2.84K ﹤0.01%
106
+1
1015
$2.83K ﹤0.01%
+20
1016
$2.83K ﹤0.01%
+19
1017
$2.81K ﹤0.01%
51
1018
$2.81K ﹤0.01%
+7
1019
$2.8K ﹤0.01%
+70
1020
$2.8K ﹤0.01%
+13
1021
$2.79K ﹤0.01%
23
+16
1022
$2.77K ﹤0.01%
+111
1023
$2.76K ﹤0.01%
155
1024
$2.75K ﹤0.01%
+42
1025
$2.74K ﹤0.01%
20
39 40
41
42 43