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
626
$1.5K ﹤0.01%
+100
627
$1.49K ﹤0.01%
+378
628
$1.47K ﹤0.01%
+100
629
$1.46K ﹤0.01%
+102
630
$1.43K ﹤0.01%
+219
631
$1.41K ﹤0.01%
+1,936
632
$1.4K ﹤0.01%
+60
633
$1.39K ﹤0.01%
+270
634
$1.37K ﹤0.01%
+50
635
$1.3K ﹤0.01%
+411
636
$1.22K ﹤0.01%
+373
637
$1.2K ﹤0.01%
+39
638
$1.2K ﹤0.01%
+52
639
$1.18K ﹤0.01%
+243
640
$1.17K ﹤0.01%
+1,258
641
$1.16K ﹤0.01%
+117
642
$1.15K ﹤0.01%
+40
643
$1.11K ﹤0.01%
+36
644
$1.1K ﹤0.01%
+2
645
$1.09K ﹤0.01%
+1,998
646
$1.05K ﹤0.01%
+63
647
$1.01K ﹤0.01%
+1,001
648
$1K ﹤0.01%
+201
649
$950 ﹤0.01%
+19
650
$943 ﹤0.01%
+50
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