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
1076
$2K ﹤0.01%
200
1077
$1.99K ﹤0.01%
13
1078
$1.97K ﹤0.01%
18
-3
1079
$1.94K ﹤0.01%
45
1080
$1.93K ﹤0.01%
9
-117
1081
$1.91K ﹤0.01%
+203
1082
$1.91K ﹤0.01%
42
1083
$1.89K ﹤0.01%
+34
1084
$1.87K ﹤0.01%
465
1085
$1.85K ﹤0.01%
69
1086
$1.85K ﹤0.01%
35
1087
$1.84K ﹤0.01%
32
-66
1088
$1.83K ﹤0.01%
51
1089
$1.77K ﹤0.01%
32
1090
$1.76K ﹤0.01%
6
-51
1091
$1.76K ﹤0.01%
38
1092
$1.73K ﹤0.01%
488
1093
$1.72K ﹤0.01%
12
1094
$1.72K ﹤0.01%
600
1095
$1.68K ﹤0.01%
70
1096
$1.65K ﹤0.01%
51
1097
$1.65K ﹤0.01%
33
1098
$1.64K ﹤0.01%
20
1099
$1.61K ﹤0.01%
101
-499
1100
$1.61K ﹤0.01%
55
42 43
44
45 46