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
551
$4.09K ﹤0.01%
+11,994
552
$4.01K ﹤0.01%
+600
553
$3.97K ﹤0.01%
+250
554
$3.96K ﹤0.01%
+50
555
$3.94K ﹤0.01%
+180
556
$3.89K ﹤0.01%
+450
557
$3.89K ﹤0.01%
+121
558
$3.86K ﹤0.01%
+148
559
$3.82K ﹤0.01%
+100
560
$3.79K ﹤0.01%
+63
561
$3.79K ﹤0.01%
+140
562
$3.76K ﹤0.01%
+26
563
$3.74K ﹤0.01%
+600
564
$3.74K ﹤0.01%
+3,000
565
$3.74K ﹤0.01%
+1,137
566
$3.74K ﹤0.01%
+30
567
$3.71K ﹤0.01%
+833
568
$3.68K ﹤0.01%
+244
569
$3.67K ﹤0.01%
+100
570
$3.57K ﹤0.01%
+300
571
$3.57K ﹤0.01%
+80
572
$3.53K ﹤0.01%
+175
573
$3.52K ﹤0.01%
+120
574
$3.46K ﹤0.01%
+280
575
$3.44K ﹤0.01%
+1,146
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