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
251
$47.2K 0.01%
+6,495
252
$47.2K 0.01%
+2,502
253
$46.9K 0.01%
+3,612
254
$46.8K 0.01%
+8,770
255
$45.8K 0.01%
+2,707
256
$45.1K 0.01%
+1,550
257
$44.8K 0.01%
+744
258
$43.8K 0.01%
+3,394
259
$43.8K 0.01%
+1,008
260
$43.5K 0.01%
+600
261
$43.5K 0.01%
+4,947
262
$43.2K 0.01%
+2,500
263
$41.8K 0.01%
+907
264
$41.5K 0.01%
+6,000
265
$41.3K 0.01%
+106
266
$41.2K 0.01%
+972
267
$40.8K 0.01%
+5,206
268
$38K 0.01%
+2,186
269
$36.8K 0.01%
+2,746
270
$36.1K 0.01%
+1,014
271
$36.1K 0.01%
+2,637
272
$36K 0.01%
+3,455
273
$35.8K 0.01%
+2,604
274
$35.3K 0.01%
+3,030
275
$34.7K 0.01%
+1,001
9 10
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