WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+0.91%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$705M
AUM Growth
-$39.9M
(-5.4%)
Cap. Flow
-$39.2M
Cap. Flow
% of AUM
-5.55%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
274
New
19
Increased
65
Reduced
143
Closed
34
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$4.92M |
| 2 |
FT Vest US Equity Buffer ETF September
FSEP
|
$4.85M |
| 3 |
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
|
$3.89M |
| 4 |
FT Vest US Equity Buffer ETF August
FAUG
|
$3.88M |
| 5 |
Innovator US Equity Buffer ETF September
BSEP
|
$3.84M |
Sector Composition
| 1 | Technology | 13.67% |
| 2 | Financials | 9.51% |
| 3 | Consumer Discretionary | 5.52% |
| 4 | Industrials | 5.01% |
| 5 | Consumer Staples | 4.93% |
