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
$641M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$865K
4
JPM icon
JPMorgan Chase
JPM
+$600K
5
NUE icon
Nucor
NUE
+$516K

Top Sells

1
+$1.64M
2
+$999K
3
+$933K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$509K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$426K

Sector Composition

1 Financials 16.1%
2 Technology 7.71%
3 Healthcare 5.82%
4 Industrials 5.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$751K 0.12%
4,425
-436
127
$711K 0.11%
25,950
-475
128
$711K 0.11%
13,999
+5
129
$683K 0.11%
4,195
-454
130
$662K 0.1%
8,325
+2,386
131
$654K 0.1%
10,000
132
$652K 0.1%
23,054
+1,232
133
$648K 0.1%
5,579
+1,430
134
$645K 0.1%
13,114
+178
135
$642K 0.1%
8,666
-7
136
$639K 0.1%
10,815
+90
137
$638K 0.1%
52,048
+39,708
138
$634K 0.1%
11,072
+843
139
$630K 0.1%
8,477
+570
140
$630K 0.1%
27,645
+1,295
141
$617K 0.1%
7,195
+37
142
$607K 0.09%
10,067
+1,219
143
$606K 0.09%
11,920
-1,019
144
$606K 0.09%
3,575
+110
145
$601K 0.09%
3,536
-35
146
$598K 0.09%
7,320
+195
147
$597K 0.09%
6,652
-986
148
$592K 0.09%
5,252
+280
149
$589K 0.09%
8,182
+1,057
150
$581K 0.09%
8,958
-40
4 5
6
7 8