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
426
$10.4K ﹤0.01%
+1,050
427
$10.3K ﹤0.01%
+400
428
$10.2K ﹤0.01%
+107
429
$10.1K ﹤0.01%
+245
430
$10.1K ﹤0.01%
+375
431
$10.1K ﹤0.01%
+246
432
$10K ﹤0.01%
+600
433
$9.97K ﹤0.01%
+840
434
$9.92K ﹤0.01%
+1,193
435
$9.91K ﹤0.01%
+150
436
$9.89K ﹤0.01%
+12,000
437
$9.86K ﹤0.01%
+891
438
$9.72K ﹤0.01%
+502
439
$9.65K ﹤0.01%
+220
440
$9.47K ﹤0.01%
+220
441
$9.43K ﹤0.01%
+360
442
$9.34K ﹤0.01%
+370
443
$9.3K ﹤0.01%
+516
444
$9.27K ﹤0.01%
+1,132
445
$9.23K ﹤0.01%
+270
446
$9.22K ﹤0.01%
+190
447
$9.16K ﹤0.01%
+100
448
$9.15K ﹤0.01%
+993
449
$9.01K ﹤0.01%
+500
450
$8.91K ﹤0.01%
+3,257