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
$779M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,665
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$17.2M
3
+$16.1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$15.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.91%
2 Healthcare 2.87%
3 Technology 2.25%
4 Consumer Staples 1.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$100K 0.01%
+3,432
227
$100K 0.01%
+8,491
228
$100K 0.01%
+1,287
229
$100K 0.01%
+5,666
230
$98.6K 0.01%
+6,232
231
$98.2K 0.01%
+4,288
232
$97.6K 0.01%
+3,298
233
$95.8K 0.01%
+1,000
234
$95.2K 0.01%
+1,278
235
$94.4K 0.01%
+3,323
236
$94.4K 0.01%
+12,290
237
$94.3K 0.01%
+1,817
238
$93.9K 0.01%
+8,090
239
$93.1K 0.01%
+662
240
$91.5K 0.01%
+21,516
241
$90.9K 0.01%
+1,744
242
$90.5K 0.01%
+1,658
243
$90K 0.01%
+2,468
244
$89.4K 0.01%
+10,625
245
$88.9K 0.01%
+2,349
246
$88.3K 0.01%
+5,351
247
$88.3K 0.01%
+2,880
248
$87.1K 0.01%
+1,394
249
$86.3K 0.01%
+1,106
250
$83.4K 0.01%
+5,698
8 9
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