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
801
$3.02K ﹤0.01%
+70
802
$3.02K ﹤0.01%
+116
803
$3.01K ﹤0.01%
+980
804
$2.96K ﹤0.01%
+110
805
$2.95K ﹤0.01%
+311
806
$2.94K ﹤0.01%
+90
807
$2.94K ﹤0.01%
+60
808
$2.87K ﹤0.01%
+246
809
$2.83K ﹤0.01%
+386
810
$2.81K ﹤0.01%
+76
811
$2.81K ﹤0.01%
+104
812
$2.79K ﹤0.01%
+400
813
$2.78K ﹤0.01%
+125
814
$2.77K ﹤0.01%
+2,171
815
$2.72K ﹤0.01%
+349
816
$2.71K ﹤0.01%
+300
817
$2.69K ﹤0.01%
+600
818
$2.69K ﹤0.01%
+160
819
$2.67K ﹤0.01%
+236
820
$2.65K ﹤0.01%
+864
821
$2.64K ﹤0.01%
+2,510
822
$2.6K ﹤0.01%
+70
823
$2.58K ﹤0.01%
+2,000
824
$2.58K ﹤0.01%
+36
825
$2.57K ﹤0.01%
+36
31 32
33
34 35