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
201
$16.9K 0.06%
+155
202
$16.6K 0.06%
+345
203
$16.5K 0.06%
+551
204
$16.5K 0.06%
+484
205
$16.3K 0.06%
+515
206
$16.2K 0.06%
+500
207
$16.1K 0.06%
+230
208
$15.9K 0.06%
+150
209
$15.4K 0.05%
+1,556
210
$15.3K 0.05%
+758
211
$14.9K 0.05%
+478
212
$14.8K 0.05%
+1,020
213
$14.7K 0.05%
+232
214
$14.5K 0.05%
+504
215
$14.4K 0.05%
+745
216
$14.4K 0.05%
+185
217
$14.3K 0.05%
+459
218
$14.2K 0.05%
+178
219
$14.1K 0.05%
+210
220
$14.1K 0.05%
+490
221
$14.1K 0.05%
+179
222
$14K 0.05%
+175
223
$13.8K 0.05%
+129
224
$13.7K 0.05%
+400
225
$13.6K 0.05%
+210