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
726
$47 ﹤0.01%
+9
727
$46 ﹤0.01%
+1,104
728
$46 ﹤0.01%
+1,773
729
$46 ﹤0.01%
+1,700
730
$46 ﹤0.01%
+1,060
731
$44 ﹤0.01%
+1,000
732
$42 ﹤0.01%
+470
733
$42 ﹤0.01%
+450
734
$42 ﹤0.01%
+105
735
$40 ﹤0.01%
+1,677
736
$40 ﹤0.01%
+776
737
$40 ﹤0.01%
+1,102
738
$40 ﹤0.01%
+1,094
739
$40 ﹤0.01%
+1,000
740
$40 ﹤0.01%
+4,000
741
$38 ﹤0.01%
+206
742
$38 ﹤0.01%
+160
743
$38 ﹤0.01%
+780
744
$38 ﹤0.01%
+206
745
$38 ﹤0.01%
+1,648
746
$36 ﹤0.01%
+1,092
747
$36 ﹤0.01%
+2,650
748
$36 ﹤0.01%
+884
749
$34 ﹤0.01%
+302
750
$33 ﹤0.01%
+317
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