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
301
$60.4K 0.01%
+1,632
302
$60.3K 0.01%
+6,113
303
$60K 0.01%
+1,162
304
$60K 0.01%
+2,250
305
$60K 0.01%
+1,300
306
$59.2K 0.01%
+5,768
307
$58.9K 0.01%
+5,047
308
$58.8K 0.01%
+2,074
309
$58.4K 0.01%
+4,700
310
$58.3K 0.01%
+4,638
311
$58K 0.01%
+3,019
312
$57.5K 0.01%
+2,919
313
$57.3K 0.01%
+1,555
314
$56.9K 0.01%
+2,174
315
$56.2K 0.01%
+4,760
316
$55.9K 0.01%
+1,441
317
$55.6K 0.01%
+1,398
318
$55K 0.01%
+5,101
319
$54.8K 0.01%
+4,200
320
$54.1K 0.01%
+1,110
321
$53.7K 0.01%
+809
322
$53.4K 0.01%
+800
323
$53.2K 0.01%
+850
324
$52.7K 0.01%
+1,275
325
$52.3K 0.01%
+6,790
11 12
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