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
$641M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$865K
4
JPM icon
JPMorgan Chase
JPM
+$600K
5
NUE icon
Nucor
NUE
+$516K

Top Sells

1
+$1.64M
2
+$999K
3
+$933K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$509K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$426K

Sector Composition

1 Financials 16.1%
2 Technology 7.71%
3 Healthcare 5.82%
4 Industrials 5.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$300K 0.05%
2,026
202
$298K 0.05%
13,325
+1,785
203
$293K 0.05%
11,633
+1,736
204
$292K 0.05%
8,602
+1,612
205
$292K 0.05%
3,825
206
$291K 0.05%
+5,568
207
$288K 0.05%
3,693
-241
208
$285K 0.04%
9,466
+658
209
$284K 0.04%
11,411
+985
210
$284K 0.04%
5,140
+260
211
$283K 0.04%
27,355
+614
212
$282K 0.04%
4,203
-140
213
$282K 0.04%
5,441
214
$278K 0.04%
4,276
+704
215
$276K 0.04%
2,150
-1
216
$274K 0.04%
68,640
+1,560
217
$263K 0.04%
38,856
-5,450
218
$258K 0.04%
2,281
219
$255K 0.04%
3,137
+573
220
$255K 0.04%
10,147
221
$253K 0.04%
3,266
222
$252K 0.04%
1,357
+38
223
$245K 0.04%
+74
224
$244K 0.04%
828
+38
225
$243K 0.04%
9,003
-534
7 8
9
10 11