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
1051
$2.36K ﹤0.01%
18
1052
$2.35K ﹤0.01%
5
1053
$2.33K ﹤0.01%
234
1054
$2.32K ﹤0.01%
105
1055
$2.31K ﹤0.01%
+247
1056
$2.3K ﹤0.01%
195
+6
1057
$2.27K ﹤0.01%
+168
1058
$2.25K ﹤0.01%
10
1059
$2.24K ﹤0.01%
250
1060
$2.24K ﹤0.01%
36
1061
$2.23K ﹤0.01%
60
1062
$2.22K ﹤0.01%
59
1063
$2.21K ﹤0.01%
49
1064
$2.19K ﹤0.01%
377
1065
$2.18K ﹤0.01%
+73
1066
$2.1K ﹤0.01%
6
1067
$2.09K ﹤0.01%
46
1068
$2.09K ﹤0.01%
92
1069
$2.08K ﹤0.01%
+145
1070
$2.06K ﹤0.01%
250
1071
$2.05K ﹤0.01%
35
1072
$2.03K ﹤0.01%
23
1073
$2.03K ﹤0.01%
24
1074
$2.02K ﹤0.01%
100
1075
$2K ﹤0.01%
104
41 42
43
44 45