WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+7.79%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.43B
AUM Growth
–
Cap. Flow
+$1.43B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
395
New
393
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$95.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$41M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$36.1M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$26.9M |
| 5 |
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% |
