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
176
$1M 0.07%
+10,850
177
$996K 0.07%
+10,725
178
$965K 0.07%
+24,329
179
$941K 0.07%
+12,937
180
$935K 0.07%
+36,640
181
$924K 0.06%
+25,941
182
$915K 0.06%
+73,316
183
$905K 0.06%
+6,498
184
$899K 0.06%
+8,589
185
$865K 0.06%
+11,534
186
$849K 0.06%
+6,750
187
$838K 0.06%
+6,699
188
$827K 0.06%
+43,164
189
$816K 0.06%
+9,017
190
$816K 0.06%
+8,201
191
$814K 0.06%
+16,677
192
$813K 0.06%
+3,400
193
$809K 0.06%
+16,458
194
$804K 0.06%
+8,171
195
$801K 0.06%
+19,525
196
$796K 0.06%
+35,304
197
$788K 0.06%
+9,155
198
$785K 0.05%
+1,593
199
$776K 0.05%
+27,159
200
$774K 0.05%
+21,935
6 7
8
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