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
151
$1.37M 0.1%
+6,116
152
$1.37M 0.1%
+25,655
153
$1.36M 0.1%
+9,151
154
$1.35M 0.09%
+181,638
155
$1.34M 0.09%
+5,562
156
$1.33M 0.09%
+12,225
157
$1.33M 0.09%
+28,122
158
$1.31M 0.09%
+13,912
159
$1.3M 0.09%
+14,812
160
$1.3M 0.09%
+49,702
161
$1.28M 0.09%
+3,692
162
$1.27M 0.09%
+57,219
163
$1.25M 0.09%
+3,912
164
$1.24M 0.09%
+63,054
165
$1.17M 0.08%
+13,158
166
$1.16M 0.08%
+7,609
167
$1.13M 0.08%
+3,151
168
$1.11M 0.08%
+7,723
169
$1.08M 0.08%
+9,695
170
$1.08M 0.08%
+37,686
171
$1.06M 0.07%
+7,600
172
$1.04M 0.07%
+4,435
173
$1.04M 0.07%
+9,642
174
$1.02M 0.07%
+21,717
175
$1.01M 0.07%
+33,129
5 6
7
8 9