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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.4M 0.16%
28,512
-630
127
$1.4M 0.16%
52,092
+2,390
128
$1.38M 0.16%
6,366
-2,588
129
$1.36M 0.15%
58,231
+41,441
130
$1.32M 0.15%
14,623
-844
131
$1.31M 0.15%
26,255
+600
132
$1.29M 0.15%
9,229
+78
133
$1.29M 0.15%
12,391
-20,429
134
$1.19M 0.14%
9,750
-6,758
135
$1.18M 0.13%
200,117
+18,479
136
$1.18M 0.13%
44,939
-80,882
137
$1.16M 0.13%
26,799
+23,597
138
$1.16M 0.13%
26,022
-12,380
139
$1.14M 0.13%
7,239
-2,929
140
$1.14M 0.13%
4,061
-4,096
141
$1.12M 0.13%
2,707
-819
142
$1.1M 0.12%
31,390
-7,765
143
$1.07M 0.12%
37,263
-14,593
144
$1.04M 0.12%
9,768
-2,457
145
$1.04M 0.12%
12,479
-7,771
146
$1.03M 0.12%
9,564
-131
147
$999K 0.11%
3,385
-527
148
$998K 0.11%
33,017
-112
149
$998K 0.11%
+39,418
150
$984K 0.11%
4,728
-3,618
4 5
6
7 8