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
1201
$956 ﹤0.01%
+34
1202
$942 ﹤0.01%
+23
1203
$932 ﹤0.01%
+31
1204
$932 ﹤0.01%
+30
1205
$924 ﹤0.01%
+162
1206
$918 ﹤0.01%
+600
1207
$904 ﹤0.01%
+17
1208
$903 ﹤0.01%
+22
1209
$897 ﹤0.01%
+6
1210
$882 ﹤0.01%
+13
1211
$882 ﹤0.01%
+25
1212
$881 ﹤0.01%
+8
1213
$874 ﹤0.01%
+42
1214
$864 ﹤0.01%
+61
1215
$838 ﹤0.01%
+50
1216
$826 ﹤0.01%
+7
1217
$826 ﹤0.01%
+97
1218
$818 ﹤0.01%
+26
1219
$815 ﹤0.01%
+50
1220
$814 ﹤0.01%
+166
1221
$806 ﹤0.01%
+27
1222
$805 ﹤0.01%
+9
1223
$777 ﹤0.01%
+14
1224
$759 ﹤0.01%
+1,000
1225
$741 ﹤0.01%
+195
47 48
49
50 51