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
276
$34K 0.01%
+843
277
$33.7K 0.01%
+1,015
278
$33.7K 0.01%
+1,130
279
$33.6K 0.01%
+780
280
$33.1K 0.01%
+3,325
281
$33.1K 0.01%
+1,220
282
$32.9K 0.01%
+21,380
283
$31.5K 0.01%
+1,444
284
$31.3K 0.01%
+2,520
285
$31.3K 0.01%
+2,712
286
$31.2K 0.01%
+1,455
287
$30.8K 0.01%
+2,608
288
$30.3K ﹤0.01%
+5,608
289
$30.1K ﹤0.01%
+1,611
290
$29.7K ﹤0.01%
+183
291
$29.7K ﹤0.01%
+159
292
$29.5K ﹤0.01%
+1,639
293
$29.4K ﹤0.01%
+1,875
294
$29.3K ﹤0.01%
+1,164
295
$28.8K ﹤0.01%
+893
296
$28.7K ﹤0.01%
+10,530
297
$28.5K ﹤0.01%
+3,618
298
$27.9K ﹤0.01%
+227
299
$27.7K ﹤0.01%
+694
300
$27.4K ﹤0.01%
+1,950
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