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
501
$6.54K ﹤0.01%
+654
502
$6.54K ﹤0.01%
+205
503
$6.4K ﹤0.01%
+2,254
504
$6.4K ﹤0.01%
+112
505
$6.37K ﹤0.01%
+624
506
$6.32K ﹤0.01%
+1,557
507
$6.24K ﹤0.01%
+128
508
$6.22K ﹤0.01%
+454
509
$6.19K ﹤0.01%
+700
510
$6.17K ﹤0.01%
+600
511
$6.13K ﹤0.01%
+190
512
$6.07K ﹤0.01%
+420
513
$6.03K ﹤0.01%
+600
514
$6.02K ﹤0.01%
+397
515
$6.01K ﹤0.01%
+740
516
$5.91K ﹤0.01%
+1,490
517
$5.9K ﹤0.01%
+194
518
$5.81K ﹤0.01%
+440
519
$5.74K ﹤0.01%
+352
520
$5.56K ﹤0.01%
+70
521
$5.48K ﹤0.01%
+93
522
$5.43K ﹤0.01%
+167
523
$5.39K ﹤0.01%
+1,306
524
$5.38K ﹤0.01%
+624
525
$5.36K ﹤0.01%
+1,350