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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$3.29K ﹤0.01%
+80
1052
$3.26K ﹤0.01%
+56
1053
$3.22K ﹤0.01%
+264
1054
$3.22K ﹤0.01%
+200
1055
$3.22K ﹤0.01%
+400
1056
$3.18K ﹤0.01%
+103
1057
$3.17K ﹤0.01%
+150
1058
$3.17K ﹤0.01%
+303
1059
$3.16K ﹤0.01%
+50
1060
$3.16K ﹤0.01%
+24
1061
$3.15K ﹤0.01%
+15
1062
$3.14K ﹤0.01%
+100
1063
$3.13K ﹤0.01%
+330
1064
$3.13K ﹤0.01%
+34
1065
$3.12K ﹤0.01%
+62
1066
$3.1K ﹤0.01%
+32
1067
$3.08K ﹤0.01%
+44
1068
$3.06K ﹤0.01%
+120
1069
$3.02K ﹤0.01%
+20
1070
$3.02K ﹤0.01%
+266
1071
$3.01K ﹤0.01%
+155
1072
$3.01K ﹤0.01%
+660
1073
$2.99K ﹤0.01%
+96
1074
$2.99K ﹤0.01%
+161
1075
$2.98K ﹤0.01%
+300
41 42
43
44 45