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
351
$19.5K ﹤0.01%
+368
352
$19.5K ﹤0.01%
+412
353
$19.4K ﹤0.01%
+115
354
$19.4K ﹤0.01%
+330
355
$19.2K ﹤0.01%
+2,475
356
$19.1K ﹤0.01%
+1,820
357
$19K ﹤0.01%
+1,000
358
$19K ﹤0.01%
+9,000
359
$18.9K ﹤0.01%
+934
360
$18.8K ﹤0.01%
+1,364
361
$18.7K ﹤0.01%
+425
362
$18.6K ﹤0.01%
+500
363
$18.6K ﹤0.01%
+275
364
$18.6K ﹤0.01%
+1,263
365
$18.5K ﹤0.01%
+561
366
$18.5K ﹤0.01%
+1,185
367
$18.5K ﹤0.01%
+800
368
$17.9K ﹤0.01%
+3,040
369
$17.4K ﹤0.01%
+432
370
$17.3K ﹤0.01%
+376
371
$16.8K ﹤0.01%
+506
372
$16.8K ﹤0.01%
+222
373
$16.7K ﹤0.01%
+266
374
$16.6K ﹤0.01%
+915
375
$16.5K ﹤0.01%
+2,700