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
1101
$2.54K ﹤0.01%
+106
1102
$2.52K ﹤0.01%
+25
1103
$2.48K ﹤0.01%
+103
1104
$2.43K ﹤0.01%
+18
1105
$2.42K ﹤0.01%
+38
1106
$2.41K ﹤0.01%
+89
1107
$2.4K ﹤0.01%
+51
1108
$2.36K ﹤0.01%
+234
1109
$2.33K ﹤0.01%
+35
1110
$2.28K ﹤0.01%
+189
1111
$2.28K ﹤0.01%
+49
1112
$2.27K ﹤0.01%
+250
1113
$2.23K ﹤0.01%
+17
1114
$2.22K ﹤0.01%
+150
1115
$2.2K ﹤0.01%
+59
1116
$2.19K ﹤0.01%
+105
1117
$2.18K ﹤0.01%
+30
1118
$2.18K ﹤0.01%
+23
1119
$2.18K ﹤0.01%
+100
1120
$2.16K ﹤0.01%
+377
1121
$2.13K ﹤0.01%
+35
1122
$2.12K ﹤0.01%
+21
1123
$2.1K ﹤0.01%
+200
1124
$2.07K ﹤0.01%
+87
1125
$2.04K ﹤0.01%
+60
43 44
45
46 47