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WealthPLAN Partners Portfolio holdings

AUM $523M
1-Year Est. Return 23.92%
This Fund
S&P 500
This Quarter Est. Return
+16.64%
1 Year Est. Return
+23.92%
3 Year Est. Return
+61.25%
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$195M
Cap. Flow
+$55.1M
Cap. Flow %
5.71%
Top 10 Hldgs %
32.94%
Holding
318
New
62
Increased
110
Reduced
111
Closed
8

Sector Composition

Rank Sector Weight
1 Miscellaneous 47.65%
2 Financials 11.96%
3 Technology 9.83%
4 Consumer Staples 6.11%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHP icon
151
Schwab US TIPS ETF
SCHP
$16.5B
$691K 0.07%
22,586
-2,634
-10% -$78K
DAL icon
152
Delta Air Lines
DAL
$53.4B
$688K 0.07%
+23,967
New +$610K
HYLB icon
153
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.53B
$676K 0.07%
17,509
-1,551
-8% -$57.1K
REET icon
154
iShares Global REIT ETF
REET
$5.03B
$671K 0.07%
31,013
-62
-0.2% -$1.25K
PBND
155
DELISTED
Invesco PureBeta US Aggregate Bond ETF
PBND
$654K 0.07%
24,227
-2,486
-9% -$66.4K
GOVT icon
156
iShares US Treasury Bond ETF
GOVT
$44.4B
$645K 0.07%
23,089
+8,507
+58% +$238K
BIV icon
157
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$644K 0.07%
+6,900
New +$632K
FDL icon
158
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.05B
$638K 0.07%
23,466
-5,005
-18% -$125K
PRF icon
159
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$624K 0.06%
26,545
-80
-0.3% -$1.67K
SBUX icon
160
Starbucks
SBUX
$122B
$622K 0.06%
7,867
+624
+9% +$46.9K
JPST icon
161
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$618K 0.06%
12,157
+340
+3% +$17.1K
FEX icon
162
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.61B
$614K 0.06%
9,574
-416
-4% -$23.1K
BSJM
163
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$607K 0.06%
26,504
-3,469
-12% -$77K
BSJL
164
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
$601K 0.06%
26,078
+3,124
+14% +$70.5K
AOM icon
165
iShares Core Moderate Allocation ETF
AOM
$1.79B
$596K 0.06%
14,422
-3,136
-18% -$121K
BAC icon
166
Bank of America
BAC
$428B
$591K 0.06%
22,411
-981
-4% -$23.2K
EW icon
167
Edwards Lifesciences
EW
$51.8B
$585K 0.06%
7,374
DUK icon
168
Duke Energy
DUK
$94.2B
$580K 0.06%
7,007
-125
-2% -$10.6K
CMCSA icon
169
Comcast
CMCSA
$93.7B
$575K 0.06%
13,241
+134
+1% +$5.1K
LUV icon
170
Southwest Airlines
LUV
$19.5B
$566K 0.06%
16,303
+3,324
+26% +$106K
HON icon
171
Honeywell
HON
$69.9B
$565K 0.06%
3,772
IWN icon
172
iShares Russell 2000 Value ETF
IWN
$14.7B
$562K 0.06%
5,240
+881
+20% +$80.1K
GOLF icon
173
Acushnet Holdings
GOLF
$4.96B
$560K 0.06%
15,784
-137
-0.9% -$4.07K
HRL icon
174
Hormel Foods
HRL
$11.7B
$558K 0.06%
10,709
-1,130
-10% -$54K
UNH icon
175
UnitedHealth
UNH
$355B
$546K 0.06%
1,698
-52
-3% -$14.9K

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WealthPLAN Partners's Q2 2020 Portfolio in Review

As of Q2 2020, WealthPLAN Partners held 318 positions worth $966M, up 25% from $771M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

WealthPLAN Partners deployed $55.1M of net new capital in Q2 2020, opening 62 new positions and adding to 110 existing holdings. Its largest new stake was Aptus Defined Risk ETF: 666,274 shares worth $20.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, down from 48% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was FT Vest US Equity Deep Buffer ETF August, an estimated $15.7M trimmed.

  • WealthPLAN Partners's largest Q2 2020 buy was Aptus Defined Risk ETF: 666,274 shares worth $20.5M.
  • WealthPLAN Partners added most to First Trust Value Line Dividend Fund in Q2 2020, an estimated $2.54M increase.
  • WealthPLAN Partners's biggest Q2 2020 reduction was FT Vest US Equity Deep Buffer ETF August, cutting an estimated $15.7M.
  • WealthPLAN Partners fully exited iShares Morningstar Multi-Asset Income ETF in Q2 2020, selling an estimated $2.82M.
  • WealthPLAN Partners's ten largest holdings make up 33% of its $966M portfolio in Q2 2020.
  • WealthPLAN Partners opened 62 new positions and closed 8 in Q2 2020.
  • WealthPLAN Partners's portfolio value rose 25% quarter-over-quarter to $966M.

Based on WealthPLAN Partners's 13F filing for Q2 2020, filed 19 Aug 2020.