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
701
$5.39K ﹤0.01%
+152
702
$5.38K ﹤0.01%
+300
703
$5.36K ﹤0.01%
+434
704
$5.34K ﹤0.01%
+75
705
$5.33K ﹤0.01%
+52
706
$5.29K ﹤0.01%
+200
707
$5.22K ﹤0.01%
+120
708
$5.2K ﹤0.01%
+400
709
$5.19K ﹤0.01%
+240
710
$5.18K ﹤0.01%
+84
711
$5.12K ﹤0.01%
+280
712
$5.08K ﹤0.01%
+300
713
$5.04K ﹤0.01%
+234
714
$5.02K ﹤0.01%
+1,885
715
$5K ﹤0.01%
+500
716
$4.98K ﹤0.01%
+100
717
$4.97K ﹤0.01%
+106
718
$4.78K ﹤0.01%
+400
719
$4.73K ﹤0.01%
+712
720
$4.73K ﹤0.01%
+265
721
$4.71K ﹤0.01%
+281
722
$4.64K ﹤0.01%
+625
723
$4.63K ﹤0.01%
+50
724
$4.58K ﹤0.01%
+200
725
$4.58K ﹤0.01%
+109
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