WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+1.55%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$615M
AUM Growth
–
Cap. Flow
+$615M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.65%
Holding
1,799
New
1,783
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$31M |
| 2 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
+$21.3M |
| 3 |
iShares Select Dividend ETF
DVY
|
+$14.7M |
| 4 |
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% |
