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
326
$23.3K ﹤0.01%
+563
327
$23.3K ﹤0.01%
+1,825
328
$23.3K ﹤0.01%
+54,000
329
$22.8K ﹤0.01%
+744
330
$22.8K ﹤0.01%
+1,553
331
$22.8K ﹤0.01%
+2,994
332
$22.8K ﹤0.01%
+718
333
$22.6K ﹤0.01%
+579
334
$22.6K ﹤0.01%
+676
335
$22.6K ﹤0.01%
+416
336
$22.2K ﹤0.01%
+1,361
337
$22.1K ﹤0.01%
+1,070
338
$22K ﹤0.01%
+1,603
339
$21.9K ﹤0.01%
+548
340
$21.3K ﹤0.01%
+50,700
341
$20.8K ﹤0.01%
+370
342
$20.7K ﹤0.01%
+1,160
343
$20.7K ﹤0.01%
+660
344
$20.6K ﹤0.01%
+185
345
$20.6K ﹤0.01%
+12,390
346
$20.6K ﹤0.01%
+684
347
$20.5K ﹤0.01%
+936
348
$20.3K ﹤0.01%
+477
349
$19.9K ﹤0.01%
+5,361
350
$19.8K ﹤0.01%
+1,500