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
451
$8.88K ﹤0.01%
+300
452
$8.82K ﹤0.01%
+649
453
$8.76K ﹤0.01%
+181
454
$8.74K ﹤0.01%
+975
455
$8.71K ﹤0.01%
+300
456
$8.69K ﹤0.01%
+1,180
457
$8.68K ﹤0.01%
+271
458
$8.68K ﹤0.01%
+800
459
$8.65K ﹤0.01%
+81
460
$8.61K ﹤0.01%
+370
461
$8.37K ﹤0.01%
+371
462
$8.33K ﹤0.01%
+721
463
$8.3K ﹤0.01%
+533
464
$8.27K ﹤0.01%
+336
465
$8.25K ﹤0.01%
+302
466
$8.11K ﹤0.01%
+358
467
$8.08K ﹤0.01%
+114
468
$8.07K ﹤0.01%
+60
469
$7.89K ﹤0.01%
+1,276
470
$7.84K ﹤0.01%
+293
471
$7.81K ﹤0.01%
+380
472
$7.72K ﹤0.01%
+80
473
$7.72K ﹤0.01%
+413
474
$7.68K ﹤0.01%
+690
475
$7.67K ﹤0.01%
+150
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