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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+1.55%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$615M
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow %
165.08%
Top 10 Hldgs %
33.65%
Holding
1,799
New
1,783
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84M
2
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$56.4M
3
DVY icon
iShares Select Dividend ETF
DVY
+$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
126
Tesla
TSLA
$1.48T
$176K 0.03%
+20,940
New +$313K
QQEW icon
127
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.77B
$174K 0.03%
+12,003
New +$520K
FNB icon
128
FNB Corp
FNB
$6.74B
$174K 0.03%
+60,426
New +$825K
XLP icon
129
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$170K 0.03%
+3,376
New +$168K
NVG icon
130
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.75B
$168K 0.03%
+47,660
New +$669K
NEE icon
131
NextEra Energy
NEE
$184B
$164K 0.03%
+7,916
New +$200K
HBI
132
DELISTED
Hanesbrands
HBI
$154K 0.03%
+15,663
New +$470K
VOX icon
133
Vanguard Communication Services ETF
VOX
$5.86B
$153K 0.02%
+1,826
New +$153K
KHC icon
134
Kraft Heinz
KHC
$29.9B
$153K 0.02%
+5,612
New +$414K
KRE icon
135
State Street SPDR S&P Regional Banking ETF
KRE
$4.87B
$152K 0.02%
+10,890
New +$471K
PKW icon
136
Invesco BuyBack Achievers ETF
PKW
$1.68B
$151K 0.02%
+6,728
New +$312K
CG icon
137
Carlyle Group
CG
$15.9B
$148K 0.02%
+29,624
New +$527K
ED icon
138
Consolidated Edison
ED
$41.2B
$147K 0.02%
+5,671
New +$364K
PFF icon
139
iShares Preferred and Income Securities ETF
PFF
$13.3B
$145K 0.02%
+5,443
New +$212K
LTS
140
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$140K 0.02%
+151,635
New +$421K
NGG icon
141
National Grid
NGG
$82.9B
$139K 0.02%
+6,219
New +$421K
MJN
142
DELISTED
Mead Johnson Nutrition Company
MJN
$139K 0.02%
+5,283
New +$416K
XLI icon
143
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$139K 0.02%
+2,620
New +$141K
BABA icon
144
Alibaba
BABA
$269B
$136K 0.02%
+4,525
New +$355K
XLE icon
145
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$135K 0.02%
+6,650
New +$219K
SYY icon
146
Sysco
SYY
$39.9B
$131K 0.02%
+9,552
New +$392K
XLU icon
147
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$130K 0.02%
+12,004
New +$260K
FBT icon
148
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$130K 0.02%
+2,791
New +$300K
BSX icon
149
Boston Scientific
BSX
$66.4B
$129K 0.02%
+20,961
New +$376K
ZBH icon
150
Zimmer Biomet
ZBH
$18.2B
$126K 0.02%
+3,552
New +$348K
4 5
6
7 8

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