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WP
WealthPLAN Partners Portfolio holdings
AUM
$517M
1-Year Est. Return
17.96%
This Fund
S&P 500
This Quarter
Est. Return
+5.76%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$172M
(-20%)
Cap. Flow
-$207M
Cap. Flow
% of AUM
-29.24%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
1,431
New
110
Increased
160
Reduced
472
Closed
173
Top Buys
| 1 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$3.15M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$3M |
| 3 |
IBM
IBM
|
+$2.49M |
| 4 |
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
|
+$1.88M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$1.24M |
Top Sells
| 1 |
Apple
AAPL
|
+$12.1M |
| 2 |
C.H. Robinson
CHRW
|
+$7.02M |
| 3 |
PepsiCo
PEP
|
+$5.91M |
| 4 |
MSC Industrial Direct
MSM
|
+$5.35M |
| 5 |
Graco
GGG
|
+$5.22M |
Sector Composition
| 1 | Technology | 10.97% |
| 2 | Financials | 8.74% |
| 3 | Consumer Staples | 4.7% |
| 4 | Industrials | 4.43% |
| 5 | Consumer Discretionary | 4.37% |
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