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
301
$27.3K ﹤0.01%
+1,419
302
$27.2K ﹤0.01%
+1,755
303
$26.9K ﹤0.01%
+2,576
304
$26.8K ﹤0.01%
+1,019
305
$26.8K ﹤0.01%
+3,030
306
$26.6K ﹤0.01%
+985
307
$26.6K ﹤0.01%
+634
308
$26.5K ﹤0.01%
+2,329
309
$26.3K ﹤0.01%
+1,706
310
$26.2K ﹤0.01%
+450
311
$25.8K ﹤0.01%
+228
312
$25.8K ﹤0.01%
+3,000
313
$25.5K ﹤0.01%
+1,000
314
$25.5K ﹤0.01%
+2,100
315
$25.5K ﹤0.01%
+5,350
316
$25.3K ﹤0.01%
+1,269
317
$24.9K ﹤0.01%
+5,022
318
$24.8K ﹤0.01%
+555
319
$24.7K ﹤0.01%
+1,212
320
$24.6K ﹤0.01%
+1,215
321
$23.7K ﹤0.01%
+7,197
322
$23.6K ﹤0.01%
+750
323
$23.6K ﹤0.01%
+511
324
$23.4K ﹤0.01%
+1,309
325
$23.4K ﹤0.01%
+1,161