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
326
$52.3K 0.01%
+4,816
327
$52.2K 0.01%
+271
328
$52.1K 0.01%
+5,750
329
$52K 0.01%
+2,550
330
$51.8K 0.01%
+2,519
331
$51.7K 0.01%
+2,050
332
$51.7K 0.01%
+12,690
333
$51.4K 0.01%
+2,454
334
$51.3K 0.01%
+943
335
$50.8K 0.01%
+1,373
336
$50.3K 0.01%
+1,511
337
$50K 0.01%
+3,000
338
$49.6K 0.01%
+11,646
339
$49.4K 0.01%
+30,850
340
$48.5K 0.01%
+1,066
341
$47.8K 0.01%
+3,735
342
$47.7K 0.01%
+840
343
$47.2K 0.01%
+1,686
344
$46.7K 0.01%
+522
345
$46.5K 0.01%
+3,970
346
$46.4K 0.01%
+1,500
347
$46K 0.01%
+2,900
348
$45.8K 0.01%
+3,644
349
$45.3K 0.01%
+6,146
350
$44.8K 0.01%
+934
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