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
$28.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.53M
3
+$1.42M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
HRI icon
Herc Holdings
HRI
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.24%
2 Technology 6.97%
3 Healthcare 6.45%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56.8K 0.2%
+523
102
$56K 0.19%
+2,850
103
$54.8K 0.19%
+338
104
$54.5K 0.19%
+1,026
105
$54.2K 0.19%
+986
106
$54K 0.19%
+2,317
107
$54K 0.19%
+514
108
$52.9K 0.18%
+1,010
109
$51.9K 0.18%
+314
110
$49.5K 0.17%
+831
111
$48.4K 0.17%
+1,336
112
$47.6K 0.17%
+49
113
$47.5K 0.17%
+450
114
$46.7K 0.16%
+451
115
$46.6K 0.16%
+1,412
116
$46.5K 0.16%
+690
117
$46K 0.16%
+257
118
$44.6K 0.15%
+494
119
$43.7K 0.15%
+2,123
120
$43.6K 0.15%
+1,800
121
$43.2K 0.15%
+1,180
122
$41.9K 0.15%
+350
123
$41.6K 0.14%
+202
124
$41.1K 0.14%
+280
125
$41K 0.14%
+231
3 4
5
6 7