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
1026
$2.73K ﹤0.01%
+6
1027
$2.73K ﹤0.01%
257
1028
$2.73K ﹤0.01%
18
1029
$2.71K ﹤0.01%
165
1030
$2.69K ﹤0.01%
54
-111
1031
$2.67K ﹤0.01%
25
1032
$2.67K ﹤0.01%
50
1033
$2.67K ﹤0.01%
+55
1034
$2.65K ﹤0.01%
165
1035
$2.65K ﹤0.01%
35
1036
$2.63K ﹤0.01%
+138
1037
$2.56K ﹤0.01%
89
1038
$2.55K ﹤0.01%
141
1039
$2.53K ﹤0.01%
+33
1040
$2.53K ﹤0.01%
54
-162
1041
$2.51K ﹤0.01%
+31
1042
$2.51K ﹤0.01%
+5
1043
$2.49K ﹤0.01%
+16
1044
$2.48K ﹤0.01%
150
1045
$2.44K ﹤0.01%
+250
1046
$2.44K ﹤0.01%
106
1047
$2.42K ﹤0.01%
35
1048
$2.42K ﹤0.01%
60
1049
$2.4K ﹤0.01%
135
+112
1050
$2.38K ﹤0.01%
17
40 41
42
43 44