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WealthPLAN Partners Portfolio holdings

AUM $517M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+1.55%
1 Year Est. Return
+17.96%
3 Year Est. Return
+51.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$615M
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow %
165.08%
Top 10 Hldgs %
33.65%
Holding
1,799
New
1,783
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84M
2
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$56.4M
3
DVY icon
iShares Select Dividend ETF
DVY
+$45.4M
4
AAPL icon
Apple
AAPL
+$42.2M
5
VMI icon
Valmont Industries
VMI
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
201
Comcast
CMCSA
$84.3B
$75.5K 0.01%
+12,086
New +$364K
IGSB icon
202
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$75.4K 0.01%
+1,442
New +$75.7K
V icon
203
Visa
V
$682B
$74.8K 0.01%
+2,889
New +$224K
PRF icon
204
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$74K 0.01%
+12,750
New +$225K
SJI
205
DELISTED
South Jersey Industries, Inc.
SJI
$73.4K 0.01%
+9,348
New +$229K
BIDU icon
206
Baidu
BIDU
$36.6B
$73.2K 0.01%
+387
New +$71.3K
TRV icon
207
Travelers Companies
TRV
$72.5B
$73K 0.01%
+1,586
New +$176K
VNQ icon
208
Vanguard Real Estate ETF
VNQ
$38.8B
$72.9K 0.01%
+914
New +$72.3K
VUG icon
209
Vanguard Growth ETF
VUG
$224B
$72.5K 0.01%
+12,240
New +$219K
MDIV icon
210
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$422M
$71K 0.01%
+11,586
New +$216K
KKR icon
211
KKR & Co
KKR
$87.9B
$70K 0.01%
+15,776
New +$270K
VO icon
212
Vanguard Mid-Cap ETF
VO
$107B
$69.8K 0.01%
+6,960
New +$212K
VWO icon
213
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$68.3K 0.01%
+5,034
New +$173K
VEA icon
214
Vanguard FTSE Developed Markets ETF
VEA
$230B
$67.9K 0.01%
+1,850
New +$69.4K
EBAY icon
215
eBay
EBAY
$50.6B
$66.3K 0.01%
+3,414
New +$94.3K
PPG icon
216
PPG Industries
PPG
$25.4B
$65.6K 0.01%
+664
New +$67.1K
KMB icon
217
Kimberly-Clark
KMB
$36.2B
$64.5K 0.01%
+1,238
New +$149K
QCOM icon
218
Qualcomm
QCOM
$194B
$64.2K 0.01%
+2,775
New +$148K
SWKS icon
219
Skyworks Solutions
SWKS
$8.83B
$63K 0.01%
+820
New +$65.7K
FXD icon
220
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$263M
$62.6K 0.01%
+6,953
New +$244K
JKHY icon
221
Jack Henry & Associates
JKHY
$10.5B
$62.1K 0.01%
+796
New +$61.1K
YUM icon
222
Yum! Brands
YUM
$43.7B
$61.7K 0.01%
+2,355
New +$123K
HIG icon
223
Hartford Financial Services
HIG
$38.5B
$61K 0.01%
+4,200
New +$193K
DHR icon
224
Danaher
DHR
$142B
$59.3K 0.01%
+2,843
New +$178K
GGP
225
DELISTED
GGP Inc.
GGP
$59.3K 0.01%
+6,522
New +$175K
7 8
9
10 11

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