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
276
$71.9K 0.01%
+3,281
277
$70.5K 0.01%
+8,864
278
$68.8K 0.01%
+2,400
279
$68.6K 0.01%
+2,928
280
$67.9K 0.01%
+1,677
281
$67.2K 0.01%
+407
282
$66.9K 0.01%
+1,715
283
$66.9K 0.01%
+12,050
284
$66.3K 0.01%
+2,506
285
$65.8K 0.01%
+1,681
286
$65.7K 0.01%
+1,614
287
$65.3K 0.01%
+1,551
288
$64.9K 0.01%
+4,348
289
$64.8K 0.01%
+443
290
$64.5K 0.01%
+2,829
291
$63.9K 0.01%
+2,004
292
$63.9K 0.01%
+1,384
293
$63.1K 0.01%
+1,370
294
$62.3K 0.01%
+2,741
295
$62.3K 0.01%
+2,383
296
$62.2K 0.01%
+2,500
297
$62K 0.01%
+948
298
$61.8K 0.01%
+4,392
299
$60.8K 0.01%
+2,034
300
$60.6K 0.01%
+5,147
10 11
12
13 14