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
401
$12.7K ﹤0.01%
+231
402
$12.6K ﹤0.01%
+313
403
0
404
$12.6K ﹤0.01%
+1,879
405
$12.5K ﹤0.01%
+1,833
406
$12.5K ﹤0.01%
+2,880
407
$12.5K ﹤0.01%
+641
408
$12.5K ﹤0.01%
+170
409
$12.5K ﹤0.01%
+702
410
$12.5K ﹤0.01%
+701
411
$12.4K ﹤0.01%
+1,266
412
$12.3K ﹤0.01%
+483
413
$12.2K ﹤0.01%
+2,883
414
$12.2K ﹤0.01%
+120
415
$12.1K ﹤0.01%
+435
416
$12.1K ﹤0.01%
+611
417
$12K ﹤0.01%
+397
418
$11.4K ﹤0.01%
+800
419
$11.2K ﹤0.01%
+795
420
$11K ﹤0.01%
+123
421
$10.9K ﹤0.01%
+518
422
$10.7K ﹤0.01%
+200
423
$10.6K ﹤0.01%
+200
424
$10.6K ﹤0.01%
+565
425
$10.4K ﹤0.01%
+256