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
526
$5.26K ﹤0.01%
+639
527
$5.25K ﹤0.01%
+1,300
528
$5.22K ﹤0.01%
+3,976
529
$5.19K ﹤0.01%
+474
530
$5.12K ﹤0.01%
+75
531
$5.09K ﹤0.01%
+160
532
$5.05K ﹤0.01%
+100
533
$5.02K ﹤0.01%
+1,470
534
$4.8K ﹤0.01%
+100
535
$4.77K ﹤0.01%
+597
536
$4.71K ﹤0.01%
+245
537
$4.7K ﹤0.01%
+200
538
$4.56K ﹤0.01%
+362
539
$4.48K ﹤0.01%
+53
540
$4.4K ﹤0.01%
+100
541
$4.38K ﹤0.01%
+339
542
$4.37K ﹤0.01%
+50
543
$4.36K ﹤0.01%
+3,615
544
$4.17K ﹤0.01%
+188
545
$4.13K ﹤0.01%
+306
546
$4.12K ﹤0.01%
+228
547
$4.11K ﹤0.01%
+7,500
548
$4.1K ﹤0.01%
+1,000
549
$4.1K ﹤0.01%
+1,205
550
$4.09K ﹤0.01%
+2,100
20 21
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