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
376
$16.4K ﹤0.01%
+972
377
$16.3K ﹤0.01%
+966
378
$16K ﹤0.01%
+175
379
$15.9K ﹤0.01%
+155
380
$15.7K ﹤0.01%
+2,510
381
$15.7K ﹤0.01%
+429
382
$15.4K ﹤0.01%
+1,200
383
$15.3K ﹤0.01%
+3,000
384
$14.9K ﹤0.01%
+231
385
$14.8K ﹤0.01%
+1,375
386
$14.5K ﹤0.01%
+400
387
$14.5K ﹤0.01%
+1,010
388
$14.5K ﹤0.01%
+118
389
$14.3K ﹤0.01%
+191
390
$13.9K ﹤0.01%
+2,146
391
$13.9K ﹤0.01%
+1,581
392
$13.9K ﹤0.01%
+720
393
$13.8K ﹤0.01%
+155
394
$13.8K ﹤0.01%
+10,159
395
$13.8K ﹤0.01%
+250
396
$13.6K ﹤0.01%
+600
397
$13.6K ﹤0.01%
+2,906
398
$13.2K ﹤0.01%
+204
399
$13.1K ﹤0.01%
+886
400
$12.9K ﹤0.01%
+368