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
651
$7.35K ﹤0.01%
+426
652
$7.35K ﹤0.01%
+277
653
$7.31K ﹤0.01%
+831
654
$7.27K ﹤0.01%
+374
655
$7.24K ﹤0.01%
+5,400
656
$7.17K ﹤0.01%
+265
657
$6.94K ﹤0.01%
+511
658
$6.94K ﹤0.01%
+460
659
$6.86K ﹤0.01%
+40
660
$6.79K ﹤0.01%
+150
661
$6.75K ﹤0.01%
+905
662
$6.66K ﹤0.01%
+240
663
$6.65K ﹤0.01%
+1,302
664
$6.54K ﹤0.01%
+736
665
$6.53K ﹤0.01%
+52
666
$6.43K ﹤0.01%
+2,622
667
$6.38K ﹤0.01%
+140
668
$6.37K ﹤0.01%
+422
669
$6.37K ﹤0.01%
+400
670
$6.31K ﹤0.01%
+1,136
671
$6.3K ﹤0.01%
+122
672
$6.28K ﹤0.01%
+128
673
$6.22K ﹤0.01%
+587
674
$6.22K ﹤0.01%
+250
675
$6.16K ﹤0.01%
+218
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