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
701
$122 ﹤0.01%
+90
702
$114 ﹤0.01%
+87
703
$92 ﹤0.01%
+1,390
704
$88 ﹤0.01%
+2,284
705
$86 ﹤0.01%
+4,000
706
$84 ﹤0.01%
+446
707
$82 ﹤0.01%
+1,158
708
$80 ﹤0.01%
+930
709
$80 ﹤0.01%
+4,177
710
$80 ﹤0.01%
+2,285
711
$74 ﹤0.01%
+982
712
$72 ﹤0.01%
+1,336
713
$72 ﹤0.01%
+3,554
714
$70 ﹤0.01%
+2,000
715
$66 ﹤0.01%
+2,594
716
$60 ﹤0.01%
+3,820
717
$60 ﹤0.01%
+7,902
718
$59 ﹤0.01%
+1,692
719
$52 ﹤0.01%
+3,400
720
$52 ﹤0.01%
+1,880
721
$48 ﹤0.01%
+2,296
722
$48 ﹤0.01%
+458
723
$48 ﹤0.01%
+224
724
$48 ﹤0.01%
+484
725
$48 ﹤0.01%
+2,000
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