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
726
$4.56K ﹤0.01%
+497
727
$4.52K ﹤0.01%
+103
728
$4.51K ﹤0.01%
+268
729
$4.5K ﹤0.01%
+490
730
$4.49K ﹤0.01%
+190
731
$4.48K ﹤0.01%
+300
732
$4.47K ﹤0.01%
+450
733
$4.46K ﹤0.01%
+140
734
$4.44K ﹤0.01%
+150
735
$4.43K ﹤0.01%
+220
736
$4.4K ﹤0.01%
+140
737
$4.4K ﹤0.01%
+309
738
$4.36K ﹤0.01%
+300
739
$4.32K ﹤0.01%
+50
740
$4.32K ﹤0.01%
+300
741
$4.3K ﹤0.01%
+250
742
$4.25K ﹤0.01%
+275
743
$4.25K ﹤0.01%
+447
744
$4.24K ﹤0.01%
+525
745
$4.22K ﹤0.01%
+386
746
$4.2K ﹤0.01%
+110
747
$4.2K ﹤0.01%
+242
748
$4.16K ﹤0.01%
+160
749
$4.13K ﹤0.01%
+862
750
$4.12K ﹤0.01%
+115
28 29
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