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
776
$10 ﹤0.01%
+432
777
$10 ﹤0.01%
+136
778
$10 ﹤0.01%
+3
779
$10 ﹤0.01%
+1
780
$10 ﹤0.01%
+800
781
$6 ﹤0.01%
+200
782
$6 ﹤0.01%
+258
783
$6 ﹤0.01%
+76
784
$6 ﹤0.01%
+200
785
$4 ﹤0.01%
+390
786
$2 ﹤0.01%
+10
787
$2 ﹤0.01%
+176
788
$2 ﹤0.01%
+84
789
$2 ﹤0.01%
+104
790
$2 ﹤0.01%
+48
791
$2 ﹤0.01%
+7,450
792
$2 ﹤0.01%
+12,800
793
$1 ﹤0.01%
+50
794
$0 ﹤0.01%
+320
795
$0 ﹤0.01%
+50
796
$0 ﹤0.01%
+10
797
$0 ﹤0.01%
+2
798
$0 ﹤0.01%
+50
799
$0 ﹤0.01%
+2,980
800
$0 ﹤0.01%
+1,000
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