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
51
$914K 0.15%
+13,015
52
$911K 0.15%
+31,126
53
$872K 0.14%
+85,469
54
$852K 0.14%
+9,873
55
$762K 0.12%
+73,571
56
$733K 0.12%
+10,689
57
$683K 0.11%
+93,354
58
$675K 0.11%
+65,300
59
$663K 0.11%
+57,963
60
$638K 0.1%
+14,240
61
$624K 0.1%
+38,661
62
$624K 0.1%
+45,873
63
$588K 0.1%
+51,600
64
$581K 0.09%
+50,174
65
$569K 0.09%
+35,571
66
$523K 0.08%
+29,066
67
$515K 0.08%
+19,971
68
$498K 0.08%
+13,563
69
$487K 0.08%
+29,707
70
$454K 0.07%
+47,332
71
$453K 0.07%
+9,745
72
$440K 0.07%
+12,914
73
$438K 0.07%
+23,418
74
$430K 0.07%
+1,458
75
$407K 0.07%
+11,638
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