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
1126
$1.18K ﹤0.01%
20
-100
1127
$1.17K ﹤0.01%
11
1128
$1.16K ﹤0.01%
500
1129
$1.15K ﹤0.01%
+575
1130
$1.14K ﹤0.01%
26
1131
$1.14K ﹤0.01%
70
1132
$1.09K ﹤0.01%
+27
1133
$1.06K ﹤0.01%
31
1134
$1.05K ﹤0.01%
24
1135
$1.02K ﹤0.01%
6
1136
$1.02K ﹤0.01%
57
-104
1137
$992 ﹤0.01%
22,647
-10,335
1138
$970 ﹤0.01%
+40
1139
$944 ﹤0.01%
6
1140
$929 ﹤0.01%
61
1141
$911 ﹤0.01%
25
-343
1142
$903 ﹤0.01%
12
1143
$900 ﹤0.01%
162
1144
$892 ﹤0.01%
22
1145
$881 ﹤0.01%
23
1146
$881 ﹤0.01%
27
1147
$878 ﹤0.01%
195
1148
$864 ﹤0.01%
17
1149
$790 ﹤0.01%
12
1150
$786 ﹤0.01%
16
44 45
46
47 48