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
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.3M
3
+$14.7M
4
AAPL icon
Apple
AAPL
+$12.9M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$6.29M

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
226
$59.2K 0.01%
+7,304
227
$57.9K 0.01%
+1,566
228
$56.1K 0.01%
+4,967
229
$55.3K 0.01%
+1,000
230
$55K 0.01%
+2,900
231
$54.7K 0.01%
+3,372
232
$54.6K 0.01%
+4,937
233
$54.5K 0.01%
+7,050
234
$54.3K 0.01%
+1,816
235
$54K 0.01%
+4,640
236
$53.6K 0.01%
+3,055
237
$52.4K 0.01%
+5,028
238
$51.3K 0.01%
+47,475
239
$50.8K 0.01%
+3,000
240
$50.1K 0.01%
+2,224
241
$49.8K 0.01%
+1,517
242
$49.8K 0.01%
+3,958
243
$48.5K 0.01%
+340
244
$48.4K 0.01%
+1,267
245
$48.1K 0.01%
+2,498
246
$47.5K 0.01%
+6,114
247
$47.4K 0.01%
+2,400
248
$47.3K 0.01%
+2,006
249
$47.3K 0.01%
+2,625
250
$47.3K 0.01%
+3,000
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