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
151
$27.9K 0.1%
+1,209
152
$27.4K 0.1%
+452
153
$27.3K 0.09%
+613
154
$27.3K 0.09%
+210
155
$26.8K 0.09%
+1,075
156
$26.2K 0.09%
+450
157
$25.8K 0.09%
+282
158
$25.7K 0.09%
+195
159
$25.3K 0.09%
+453
160
$25.3K 0.09%
+340
161
$25.2K 0.09%
+432
162
$24.7K 0.09%
+260
163
$24.6K 0.09%
+1,000
164
$24.6K 0.09%
+2,183
165
$24.6K 0.09%
+500
166
$24K 0.08%
+145
167
$24K 0.08%
+1,423
168
$23.9K 0.08%
+186
169
$23.7K 0.08%
+260
170
$23.5K 0.08%
+362
171
$22.7K 0.08%
+500
172
$22.6K 0.08%
+230
173
$22.6K 0.08%
+331
174
$22.1K 0.08%
+1,125
175
$22K 0.08%
+746