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
251
$82.9K 0.01%
+13,916
252
$82.2K 0.01%
+3,183
253
$81.8K 0.01%
+9,515
254
$80.6K 0.01%
+925
255
$80K 0.01%
+2,300
256
$80K 0.01%
+2,199
257
$79.8K 0.01%
+10,000
258
$79.8K 0.01%
+1,500
259
$79.5K 0.01%
+4,341
260
$79K 0.01%
+1,014
261
$78.6K 0.01%
+8,192
262
$78.2K 0.01%
+1,708
263
$77.3K 0.01%
+6,254
264
$77.2K 0.01%
+14,220
265
$75.6K 0.01%
+3,474
266
$75.5K 0.01%
+3,837
267
$75.5K 0.01%
+1,142
268
$75.4K 0.01%
+14,435
269
$75.2K 0.01%
+8,120
270
$75.1K 0.01%
+2,177
271
$74.9K 0.01%
+990
272
$72.9K 0.01%
+9,934
273
$72.4K 0.01%
+726
274
$72.3K 0.01%
+5,864
275
$72K 0.01%
+9,205
9 10
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