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
126
$40.5K 0.14%
+1,695
127
$40K 0.14%
+3,155
128
$40K 0.14%
+2,156
129
$39.9K 0.14%
+466
130
$39.5K 0.14%
+1,734
131
$38.7K 0.13%
+320
132
$38.6K 0.13%
+1,360
133
$38.6K 0.13%
+597
134
$37.3K 0.13%
+1,562
135
$37.2K 0.13%
+722
136
$37.1K 0.13%
+1,730
137
$36.5K 0.13%
+807
138
$36.3K 0.13%
+1,545
139
$36.2K 0.13%
+401
140
$34.2K 0.12%
+2,295
141
$34K 0.12%
+485
142
$32.5K 0.11%
+290
143
$32.1K 0.11%
+1,709
144
$32K 0.11%
+495
145
$31.7K 0.11%
+765
146
$31.6K 0.11%
+243
147
$29.7K 0.1%
+78
148
$29.4K 0.1%
+329
149
$28.2K 0.1%
+317
150
$28.2K 0.1%
+552
4 5
6
7 8