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
826
$2.57K ﹤0.01%
+420
827
$2.53K ﹤0.01%
+612
828
$2.53K ﹤0.01%
+1
829
$2.52K ﹤0.01%
+226
830
$2.51K ﹤0.01%
+136
831
$2.51K ﹤0.01%
+54
832
$2.5K ﹤0.01%
+93
833
$2.5K ﹤0.01%
+408
834
$2.49K ﹤0.01%
+292
835
$2.45K ﹤0.01%
+439
836
$2.44K ﹤0.01%
+88
837
$2.44K ﹤0.01%
+200
838
$2.41K ﹤0.01%
+180
839
$2.38K ﹤0.01%
+6
840
$2.36K ﹤0.01%
+1,098
841
$2.35K ﹤0.01%
+50
842
$2.35K ﹤0.01%
+74
843
$2.33K ﹤0.01%
+2,657
844
$2.33K ﹤0.01%
+54
845
$2.18K ﹤0.01%
+132
846
$2.17K ﹤0.01%
+516
847
$2.14K ﹤0.01%
+36
848
$2.13K ﹤0.01%
+154
849
$2.1K ﹤0.01%
+120
850
$2.07K ﹤0.01%
+2
32 33
34
35 36