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
$1.43B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.4M
2
+$41M
3
+$36.1M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.9M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.08%
2 Consumer Staples 8.78%
3 Financials 8.42%
4 Industrials 7.64%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.13%
+18,120
127
$1.88M 0.13%
+71,353
128
$1.88M 0.13%
+81,690
129
$1.87M 0.13%
+10,812
130
$1.86M 0.13%
+384,565
131
$1.82M 0.13%
+38,402
132
$1.81M 0.13%
+20,263
133
$1.78M 0.12%
+39,096
134
$1.76M 0.12%
+46,278
135
$1.73M 0.12%
+35,767
136
$1.68M 0.12%
+33,813
137
$1.57M 0.11%
+96,486
138
$1.56M 0.11%
+11,732
139
$1.53M 0.11%
+39,155
140
$1.51M 0.11%
+10,168
141
$1.51M 0.11%
+51,856
142
$1.5M 0.1%
+39,393
143
$1.44M 0.1%
+3,526
144
$1.43M 0.1%
+35,317
145
$1.43M 0.1%
+22,614
146
$1.42M 0.1%
+44,107
147
$1.42M 0.1%
+15,467
148
$1.41M 0.1%
+27,659
149
$1.41M 0.1%
+29,142
150
$1.39M 0.1%
+65,219
4 5
6
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