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
776
$3.5K ﹤0.01%
+106
777
$3.45K ﹤0.01%
+2,090
778
$3.44K ﹤0.01%
+208
779
$3.38K ﹤0.01%
+691
780
$3.35K ﹤0.01%
+424
781
$3.29K ﹤0.01%
+187
782
$3.27K ﹤0.01%
+672
783
$3.25K ﹤0.01%
+56
784
$3.22K ﹤0.01%
+34
785
$3.17K ﹤0.01%
+92
786
$3.16K ﹤0.01%
+30
787
$3.15K ﹤0.01%
+100
788
$3.15K ﹤0.01%
+62
789
$3.14K ﹤0.01%
+63
790
$3.14K ﹤0.01%
+300
791
$3.13K ﹤0.01%
+186
792
$3.08K ﹤0.01%
+132
793
$3.08K ﹤0.01%
+156
794
$3.08K ﹤0.01%
+48
795
$3.07K ﹤0.01%
+96
796
$3.06K ﹤0.01%
+314
797
$3.05K ﹤0.01%
+72
798
$3.04K ﹤0.01%
+248
799
$3.04K ﹤0.01%
+2,718
800
$3.03K ﹤0.01%
+90
30 31
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