WP
WealthPLAN Partners Portfolio holdings
AUM
$621M
1-Year Return
13.34%
This Quarter Return
+0.91%
1 Year Return
+13.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$779M
AUM Growth
–
Cap. Flow
+$779M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.79%
Holding
2,665
New
2,653
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$35.7M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$17.2M |
| 3 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
+$16.1M |
| 4 |
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% |
