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
1176
$1.3K ﹤0.01%
+26
1177
$1.29K ﹤0.01%
+8
1178
$1.27K ﹤0.01%
+200
1179
$1.25K ﹤0.01%
+17
1180
$1.23K ﹤0.01%
+67
1181
$1.23K ﹤0.01%
+70
1182
$1.22K ﹤0.01%
+70
1183
$1.21K ﹤0.01%
+125
1184
$1.21K ﹤0.01%
+6
1185
$1.2K ﹤0.01%
+173
1186
$1.2K ﹤0.01%
+4
1187
$1.18K ﹤0.01%
+82
1188
$1.18K ﹤0.01%
+43
1189
$1.17K ﹤0.01%
+200
1190
$1.17K ﹤0.01%
+47
1191
$1.16K ﹤0.01%
+26
1192
$1.15K ﹤0.01%
+11
1193
$1.11K ﹤0.01%
+76
1194
$1.07K ﹤0.01%
+24
1195
$1.07K ﹤0.01%
+140
1196
$1.06K ﹤0.01%
+11
1197
$1.04K ﹤0.01%
+83
1198
$1.04K ﹤0.01%
+69
1199
$977 ﹤0.01%
+55
1200
$967 ﹤0.01%
+12
46 47
48
49 50