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
$879M
AUM Growth
-$552M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.58M
3
+$1.32M
4
CMA icon
Comerica
CMA
+$1.02M
5
STXK icon
EA Series Trust Strive Small-Cap ETF
STXK
+$998K

Top Sells

1
+$46.3M
2
+$12.4M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.6M
5
WPC icon
W.P. Carey
WPC
+$11M

Sector Composition

1 Technology 9.89%
2 Financials 8.17%
3 Consumer Staples 6.94%
4 Industrials 5.92%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.06%
3,215
202
$487K 0.06%
10,192
203
$487K 0.06%
5,050
-3,151
204
$487K 0.06%
13,510
-2,948
205
$477K 0.05%
5,134
-574
206
$474K 0.05%
5,211
-1,390
207
$474K 0.05%
3,141
-211
208
$470K 0.05%
6,098
-1,831
209
$468K 0.05%
5,172
210
$466K 0.05%
1
-12
211
$461K 0.05%
7,431
-3,844
212
$451K 0.05%
10,286
+10
213
$448K 0.05%
24,539
-38,515
214
$445K 0.05%
14,255
-8,490
215
$436K 0.05%
30,835
+218
216
$430K 0.05%
1,910
+368
217
$421K 0.05%
5,000
218
$421K 0.05%
1,994
-151
219
$420K 0.05%
4,113
-567
220
$402K 0.05%
+16,219
221
$398K 0.05%
14,287
-12,872
222
$393K 0.04%
3,000
-1,505
223
$382K 0.04%
12,403
-4,468
224
$381K 0.04%
+7,577
225
$379K 0.04%
3,874
-27
7 8
9
10 11