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
351
$44.6K 0.01%
+5,226
352
$44.6K 0.01%
+4,166
353
$44.1K 0.01%
+902
354
$43.4K 0.01%
+4,804
355
$43.3K 0.01%
+3,970
356
$43.3K 0.01%
+1,346
357
$43.2K 0.01%
+1,098
358
$43.1K 0.01%
+1,056
359
$42.5K 0.01%
+6,016
360
$42K 0.01%
+5,710
361
$41.8K 0.01%
+26,108
362
$41.8K 0.01%
+3,018
363
$41.5K 0.01%
+997
364
$41.1K 0.01%
+34,830
365
$41K 0.01%
+1,078
366
$41K 0.01%
+1,977
367
$40.7K 0.01%
+2,746
368
$40.2K 0.01%
+2,605
369
$39.8K 0.01%
+1,084
370
$38.8K 0.01%
+700
371
$38.8K 0.01%
+1,518
372
$38.6K 0.01%
+2,460
373
$38.6K ﹤0.01%
+1,608
374
$38.3K ﹤0.01%
+1,276
375
$37.7K ﹤0.01%
+5,768
13 14
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