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
626
$8.5K ﹤0.01%
+388
627
$8.44K ﹤0.01%
+60
628
$8.41K ﹤0.01%
+606
629
$8.4K ﹤0.01%
+15,341
630
– –
0
631
$8.34K ﹤0.01%
+340
632
$8.28K ﹤0.01%
+886
633
$8.27K ﹤0.01%
+370
634
$8.27K ﹤0.01%
+5,865
635
$8.25K ﹤0.01%
+134
636
$8.19K ﹤0.01%
+175
637
$8.13K ﹤0.01%
+450
638
$8.05K ﹤0.01%
+155
639
$7.96K ﹤0.01%
+684
640
$7.94K ﹤0.01%
+1,700
641
$7.89K ﹤0.01%
+660
642
$7.8K ﹤0.01%
+886
643
$7.77K ﹤0.01%
+1,122
644
$7.72K ﹤0.01%
+1,134
645
$7.47K ﹤0.01%
+447
646
$7.43K ﹤0.01%
+221
647
$7.41K ﹤0.01%
+898
648
$7.41K ﹤0.01%
+750
649
$7.38K ﹤0.01%
+358
650
$7.37K ﹤0.01%
+252
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