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
476
$21.1K ﹤0.01%
+4,798
477
$20.9K ﹤0.01%
+1,400
478
$20.7K ﹤0.01%
+26,349
479
$19.8K ﹤0.01%
+844
480
$19.7K ﹤0.01%
+826
481
$19.7K ﹤0.01%
+488
482
$19.5K ﹤0.01%
+411
483
$19.5K ﹤0.01%
+4,000
484
$19.3K ﹤0.01%
+1,324
485
$19.2K ﹤0.01%
+824
486
$19K ﹤0.01%
+680
487
$18.9K ﹤0.01%
+2,591
488
$18.8K ﹤0.01%
+500
489
$18.7K ﹤0.01%
+6,000
490
$18.7K ﹤0.01%
+231
491
$18.5K ﹤0.01%
+500
492
$18.5K ﹤0.01%
+1,772
493
$18.4K ﹤0.01%
+1,800
494
$18.2K ﹤0.01%
+1,000
495
$18.1K ﹤0.01%
+242
496
$17.9K ﹤0.01%
+428
497
$17.8K ﹤0.01%
+1,782
498
$17.7K ﹤0.01%
+222
499
$17.6K ﹤0.01%
+254
500
$17.6K ﹤0.01%
+2,827
18 19
20
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