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
176
$22K 0.08%
+425
177
$21.8K 0.08%
+474
178
$21.8K 0.08%
+170
179
$21.8K 0.08%
+400
180
$21.8K 0.08%
+382
181
$21.7K 0.08%
+454
182
$20.9K 0.07%
+607
183
$20.9K 0.07%
+474
184
$20.9K 0.07%
+15,000
185
$20.2K 0.07%
+76
186
$20.1K 0.07%
+409
187
$20K 0.07%
+965
188
$19.9K 0.07%
+250
189
$19.7K 0.07%
+297
190
$19.5K 0.07%
+500
191
$19.4K 0.07%
+231
192
$19.4K 0.07%
+435
193
$19.3K 0.07%
+700
194
$19.1K 0.07%
+224
195
$18.8K 0.07%
+696
196
$18.5K 0.06%
+800
197
$18.3K 0.06%
+175
198
$18.1K 0.06%
+913
199
$18K 0.06%
+310
200
$17.4K 0.06%
+200