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
601
$2.34K ﹤0.01%
+264
602
$2.31K ﹤0.01%
+204
603
$2.31K ﹤0.01%
+177
604
$2.3K ﹤0.01%
+6,000
605
$2.25K ﹤0.01%
+70
606
$2.1K ﹤0.01%
+186
607
$2.08K ﹤0.01%
+240
608
$2.08K ﹤0.01%
+62
609
$1.94K ﹤0.01%
+154
610
$1.92K ﹤0.01%
+200
611
$1.92K ﹤0.01%
+650
612
$1.82K ﹤0.01%
+112
613
$1.81K ﹤0.01%
+341
614
$1.8K ﹤0.01%
+100
615
$1.75K ﹤0.01%
+156
616
$1.69K ﹤0.01%
+513
617
$1.69K ﹤0.01%
+54
618
$1.66K ﹤0.01%
+156
619
$1.65K ﹤0.01%
+200
620
$1.61K ﹤0.01%
+126
621
$1.59K ﹤0.01%
+190
622
$1.58K ﹤0.01%
+24
623
$1.58K ﹤0.01%
+1,756
624
$1.56K ﹤0.01%
+179
625
$1.53K ﹤0.01%
+46
23 24
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