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
$779M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,665
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.91%
2 Healthcare 2.87%
3 Technology 2.25%
4 Consumer Staples 1.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$15 ﹤0.01%
+454
1027
$15 ﹤0.01%
+3
1028
$14 ﹤0.01%
+76
1029
$14 ﹤0.01%
+750
1030
$14 ﹤0.01%
+103
1031
$14 ﹤0.01%
+325
1032
$14 ﹤0.01%
+214
1033
$14 ﹤0.01%
+316
1034
$13 ﹤0.01%
+1,047
1035
$13 ﹤0.01%
+59
1036
$13 ﹤0.01%
+409
1037
$12 ﹤0.01%
+2
1038
$12 ﹤0.01%
+592
1039
$12 ﹤0.01%
+370
1040
$12 ﹤0.01%
+115
1041
$12 ﹤0.01%
+148
1042
$12 ﹤0.01%
+548
1043
$12 ﹤0.01%
+620
1044
$12 ﹤0.01%
+252
1045
$12 ﹤0.01%
+102
1046
$12 ﹤0.01%
+156
1047
$12 ﹤0.01%
+576
1048
$11 ﹤0.01%
+512
1049
$11 ﹤0.01%
+173
1050
$11 ﹤0.01%
+542