ETF Holdings vs WealthPlan

Discover What You Really Own in Your ETF Portfolio Do you invest in multiple ETFs (Exchange Traded Funds)? You might be surprised to learn you're holding the same stocks across different funds. ETF Holdings reveals exactly which stocks you own and how much overlap exists in your portfolio. POWERFUL PORTFOLIO ANALYSIS - Enter your ETF tickers and dollar amounts - Instantly see all underlying stock holdings - Discover portfolio overlaps and concentrations - Understand your true diversification - Make smarter investment decisions KEY FEATURES Comprehensive Coverage - 2,500+ ETFs included - Latest holdings data - All major equity ETFs - Updated regularly Smart Analysis - See exact dollar amounts per stock - Identify portfolio overlaps - Understand concentration risk - View top 100 holdings - Calculate total expense ratios Easy to Use - Simple, intuitive interface - Fast results - No login required - Clean, modern design - Works offline with cached data Flexible Options - Free: Analyze up to 10 ETFs - Unlock: Unlimited ETFs for $4.99 - One-time purchase, no subscription - Syncs across all your devices PERFECT FOR - Long-term investors building diversified portfolios - DIY investors managing their own accounts - Anyone holding multiple ETFs - Investors wanting to reduce overlap - People seeking true diversification HOW IT WORKS 1. Enter your ETF tickers (like VOO, VTI, QQQ) 2. Add the dollar value you hold in each 3. Tap Analyze Portfolio 4. See exactly which stocks you own 5. Understand your portfolio composition EXAMPLE USE CASES I own VOO and VTI. How much overlap do I have? ETF Holdings shows you exactly which stocks appear in both and by how much. I want to add QQQ. Will it diversify my portfolio? Compare QQQ against your existing holdings to see if it adds value. What are my top 10 stock positions across all my ETFs? See your largest holdings ranked by total dollar value. WHY ETF HOLDINGS? Most investors don't realize they're holding the same stocks multiple times across different ETFs. This can lead to unintended concentration risk, less diversification than expected, and inefficient portfolio construction. ETF Holdings solves this by showing you the complete picture of your portfolio at the stock level. DATA YOU CAN TRUST - Holdings data from official ETF providers - Regular updates to ensure accuracy - Covers all major equity ETFs - Transparent expense ratio calculations PRIVACY FIRST - No account required - No personal data collected - Your portfolio stays on your device - No tracking or analytics FREE TO START Try ETF Holdings free with up to 10 ETFs. Perfect for most investors. Need more? Unlock unlimited ETFs for just $4.99 - a one-time purchase with no recurring fees. INVEST SMARTER Stop guessing what you own. Start knowing. Download ETF Holdings today and take control of your investment portfolio.

WealthPlan comes with advance and updated features that provide the best experience of managing your invested money in the mutual funds along with the other investments and allows you to draw the results of the funds anytime through systematic reports.   WealthPlan keeps you aware of funds invested in the market and gives freedom to conduct self-research along with investment monitoring anytime from anywhere just through a click. Invest in Mutual funds within few seconds through a virtual platform and enjoy the new experience of online investment along with safety & security.