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
1101
$1.6K ﹤0.01%
62
-500
1102
$1.58K ﹤0.01%
800
1103
$1.56K ﹤0.01%
18
1104
$1.56K ﹤0.01%
54
1105
$1.55K ﹤0.01%
+219
1106
$1.55K ﹤0.01%
99
1107
$1.5K ﹤0.01%
4
1108
$1.45K ﹤0.01%
76
1109
$1.42K ﹤0.01%
+95
1110
$1.39K ﹤0.01%
10
-112
1111
$1.39K ﹤0.01%
43
1112
$1.38K ﹤0.01%
81
1113
$1.37K ﹤0.01%
+83
1114
$1.37K ﹤0.01%
180
1115
$1.35K ﹤0.01%
42
-149
1116
$1.34K ﹤0.01%
17
-285
1117
$1.29K ﹤0.01%
165
1118
$1.26K ﹤0.01%
82
1119
$1.25K ﹤0.01%
67
1120
$1.25K ﹤0.01%
125
1121
$1.24K ﹤0.01%
11
1122
$1.23K ﹤0.01%
98
1123
$1.22K ﹤0.01%
13
1124
$1.22K ﹤0.01%
51
1125
$1.2K ﹤0.01%
47
43 44
45
46 47