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
1076
$2.97K ﹤0.01%
+100
1077
$2.95K ﹤0.01%
+55
1078
$2.95K ﹤0.01%
+4
1079
$2.94K ﹤0.01%
507
1080
$2.93K ﹤0.01%
+105
1081
$2.93K ﹤0.01%
+137
1082
$2.92K ﹤0.01%
+65
1083
$2.89K ﹤0.01%
+52
1084
$2.89K ﹤0.01%
+165
1085
$2.88K ﹤0.01%
+30
1086
$2.85K ﹤0.01%
+317
1087
$2.85K ﹤0.01%
+54
1088
$2.8K ﹤0.01%
+5
1089
$2.79K ﹤0.01%
+257
1090
$2.77K ﹤0.01%
+50
1091
$2.76K ﹤0.01%
+165
1092
$2.75K ﹤0.01%
+63
1093
$2.73K ﹤0.01%
+28
1094
$2.72K ﹤0.01%
+18
1095
$2.71K ﹤0.01%
+46
1096
$2.7K ﹤0.01%
+60
1097
$2.66K ﹤0.01%
+41
1098
$2.65K ﹤0.01%
+13
1099
$2.59K ﹤0.01%
+14
1100
$2.57K ﹤0.01%
141
-11,260
42 43
44
45 46