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
376
$37.6K ﹤0.01%
+799
377
$37.5K ﹤0.01%
+4,000
378
$37.5K ﹤0.01%
+571
379
$37.4K ﹤0.01%
+616
380
$37.3K ﹤0.01%
+2,088
381
$37.1K ﹤0.01%
+709
382
$37K ﹤0.01%
+1,431
383
$36.9K ﹤0.01%
+113
384
$36.8K ﹤0.01%
+394
385
$36K ﹤0.01%
+1,859
386
$36K ﹤0.01%
+868
387
$35.7K ﹤0.01%
+7,990
388
$35.6K ﹤0.01%
+840
389
$35.5K ﹤0.01%
+1,670
390
$35K ﹤0.01%
+200
391
$34.9K ﹤0.01%
+1,387
392
$34.7K ﹤0.01%
+1,020
393
$34.2K ﹤0.01%
+5,446
394
$33.8K ﹤0.01%
+2,054
395
$32.6K ﹤0.01%
+3,372
396
$32.1K ﹤0.01%
+628
397
$31.9K ﹤0.01%
+2,150
398
$31.6K ﹤0.01%
+2,817
399
$31.4K ﹤0.01%
+3,570
400
$31.4K ﹤0.01%
+1,118
14 15
16
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