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
551
$13.4K ﹤0.01%
+378
552
$13.2K ﹤0.01%
+15,000
553
$13.2K ﹤0.01%
+500
554
$13.1K ﹤0.01%
+510
555
$13.1K ﹤0.01%
+896
556
$13K ﹤0.01%
+1,100
557
$13K ﹤0.01%
+692
558
$12.9K ﹤0.01%
+253
559
$12.8K ﹤0.01%
+600
560
$12.8K ﹤0.01%
+147
561
$12.7K ﹤0.01%
+1,886
562
$12.5K ﹤0.01%
+1,968
563
$12.5K ﹤0.01%
+144
564
$12.4K ﹤0.01%
+222
565
$12.3K ﹤0.01%
+1,127
566
$12.3K ﹤0.01%
+344
567
$12.2K ﹤0.01%
+220
568
$12.2K ﹤0.01%
+146
569
$12.1K ﹤0.01%
+1,320
570
$12K ﹤0.01%
+308
571
$12K ﹤0.01%
+364
572
$12K ﹤0.01%
+385
573
$11.9K ﹤0.01%
+468
574
$11.9K ﹤0.01%
+1,832
575
$11.9K ﹤0.01%
+2,522
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