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
401
$31.4K ﹤0.01%
+2,612
402
$31.3K ﹤0.01%
+1,600
403
$31.2K ﹤0.01%
+11,150
404
$31.1K ﹤0.01%
+846
405
$30.8K ﹤0.01%
+2,713
406
$30.7K ﹤0.01%
+1,685
407
$30.2K ﹤0.01%
+1,565
408
$30.1K ﹤0.01%
+766
409
$29.5K ﹤0.01%
+1,263
410
$29K ﹤0.01%
+3,845
411
$29K ﹤0.01%
+1,498
412
$28.9K ﹤0.01%
+938
413
$28.8K ﹤0.01%
+183
414
$28.7K ﹤0.01%
+754
415
$28.7K ﹤0.01%
+4,000
416
$28.6K ﹤0.01%
+1,727
417
$28.5K ﹤0.01%
+938
418
$28.3K ﹤0.01%
+1,084
419
$28.2K ﹤0.01%
+2,530
420
$28K ﹤0.01%
+426
421
$27.9K ﹤0.01%
+2,232
422
$27.8K ﹤0.01%
+1,427
423
$27.7K ﹤0.01%
+2,000
424
$27.5K ﹤0.01%
+1,550
425
$27.5K ﹤0.01%
+332
15 16
17
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