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
1051
$11 ﹤0.01%
+221
1052
$11 ﹤0.01%
+220
1053
$11 ﹤0.01%
+250
1054
$10 ﹤0.01%
+1,000
1055
$10 ﹤0.01%
+564
1056
$10 ﹤0.01%
+917
1057
$10 ﹤0.01%
+200
1058
$10 ﹤0.01%
+135
1059
$9 ﹤0.01%
+152
1060
$9 ﹤0.01%
+290
1061
$9 ﹤0.01%
+252
1062
$9 ﹤0.01%
+446
1063
$9 ﹤0.01%
+1
1064
$8 ﹤0.01%
+315
1065
$8 ﹤0.01%
+743
1066
$7 ﹤0.01%
+170
1067
$7 ﹤0.01%
+508
1068
$7 ﹤0.01%
+215
1069
$6 ﹤0.01%
+400
1070
$6 ﹤0.01%
+300
1071
$6 ﹤0.01%
+1,086
1072
$6 ﹤0.01%
+263
1073
$6 ﹤0.01%
+800
1074
$6 ﹤0.01%
+192
1075
$6 ﹤0.01%
+68