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
26
$1.67M 0.27%
+8,156
27
$1.64M 0.27%
+43,315
28
$1.62M 0.26%
+180,418
29
$1.55M 0.25%
+102,899
30
$1.55M 0.25%
+111,260
31
$1.48M 0.24%
+170,184
32
$1.4M 0.23%
+14,364
33
$1.39M 0.23%
+159,301
34
$1.29M 0.21%
+93,520
35
$1.28M 0.21%
+14,889
36
$1.19M 0.19%
+93,423
37
$1.19M 0.19%
+83,972
38
$1.19M 0.19%
+41,710
39
$1.13M 0.18%
+39,561
40
$1.12M 0.18%
+10,767
41
$1.08M 0.18%
+57,851
42
$1.08M 0.18%
+13,653
43
$1.07M 0.17%
+48,068
44
$1.05M 0.17%
+118,445
45
$1.03M 0.17%
+24,100
46
$995K 0.16%
+43,208
47
$982K 0.16%
+33,110
48
$937K 0.15%
+41,556
49
$935K 0.15%
+12,335
50
$928K 0.15%
+484,770
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