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
101
$1.74M 0.2%
3,011
-1,444
102
$1.72M 0.2%
4,989
-3,550
103
$1.71M 0.19%
19,441
-9,611
104
$1.7M 0.19%
8,172
-9,942
105
$1.69M 0.19%
3,845
-2,709
106
$1.62M 0.18%
76,300
+11,081
107
$1.61M 0.18%
8,792
-2,020
108
$1.6M 0.18%
4,144
-2,986
109
$1.6M 0.18%
12,562
-34
110
$1.58M 0.18%
7,919
-11,088
111
$1.58M 0.18%
76,019
+18,800
112
$1.56M 0.18%
52,943
-96,540
113
$1.56M 0.18%
96,519
+33
114
$1.55M 0.18%
12,504
+10,619
115
$1.52M 0.17%
3,704
-1,928
116
$1.51M 0.17%
6,619
-1,211
117
$1.47M 0.17%
30,384
-3,429
118
$1.47M 0.17%
108,928
-27,622
119
$1.46M 0.17%
11,282
-450
120
$1.46M 0.17%
45,468
+1,361
121
$1.46M 0.17%
52,470
-29,220
122
$1.45M 0.16%
35,984
+667
123
$1.43M 0.16%
15,148
+1,236
124
$1.41M 0.16%
27,879
+220
125
$1.4M 0.16%
61,486
-34,653
3 4
5
6 7