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
576
$3.39K ﹤0.01%
+2,100
577
$3.34K ﹤0.01%
+195
578
$3.34K ﹤0.01%
+100
579
$3.27K ﹤0.01%
+100
580
$3.22K ﹤0.01%
+96
581
$3.21K ﹤0.01%
+250
582
$3.21K ﹤0.01%
+8
583
$3.19K ﹤0.01%
+8
584
$3.18K ﹤0.01%
+86
585
$3.15K ﹤0.01%
+51
586
$3.13K ﹤0.01%
+1,030
587
$3.1K ﹤0.01%
+48
588
$3.09K ﹤0.01%
+81
589
$3.08K ﹤0.01%
+56
590
$2.99K ﹤0.01%
+386
591
$2.99K ﹤0.01%
+450
592
$2.98K ﹤0.01%
+76
593
$2.96K ﹤0.01%
+125
594
$2.92K ﹤0.01%
+1,282
595
$2.92K ﹤0.01%
+100
596
$2.9K ﹤0.01%
+114
597
$2.81K ﹤0.01%
+9
598
$2.8K ﹤0.01%
+69
599
$2.61K ﹤0.01%
+110
600
$2.51K ﹤0.01%
+36
22 23
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