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
751
$4.1K ﹤0.01%
+199
752
$4.08K ﹤0.01%
+100
753
$4.06K ﹤0.01%
+94
754
$3.99K ﹤0.01%
+408
755
$3.9K ﹤0.01%
+600
756
$3.89K ﹤0.01%
+196
757
$3.87K ﹤0.01%
+5,522
758
$3.86K ﹤0.01%
+113
759
$3.84K ﹤0.01%
+100
760
$3.84K ﹤0.01%
+130
761
$3.83K ﹤0.01%
+729
762
$3.82K ﹤0.01%
+3
763
$3.8K ﹤0.01%
+331
764
$3.79K ﹤0.01%
+600
765
$3.79K ﹤0.01%
+360
766
$3.77K ﹤0.01%
+80
767
$3.75K ﹤0.01%
+50
768
$3.7K ﹤0.01%
+200
769
$3.68K ﹤0.01%
+175
770
$3.68K ﹤0.01%
+5,000
771
$3.62K ﹤0.01%
+115
772
$3.6K ﹤0.01%
+2,248
773
$3.57K ﹤0.01%
+542
774
$3.52K ﹤0.01%
+146
775
$3.5K ﹤0.01%
+337
29 30
31
32 33