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
851
$2.06K ﹤0.01%
+160
852
$2.05K ﹤0.01%
+280
853
$2.05K ﹤0.01%
+500
854
$2.02K ﹤0.01%
+176
855
$1.95K ﹤0.01%
+196
856
$1.92K ﹤0.01%
+400
857
$1.92K ﹤0.01%
+358
858
$1.92K ﹤0.01%
+410
859
$1.89K ﹤0.01%
+38
860
$1.87K ﹤0.01%
+530
861
$1.85K ﹤0.01%
+272
862
$1.85K ﹤0.01%
+40
863
$1.84K ﹤0.01%
+377
864
$1.84K ﹤0.01%
+272
865
$1.83K ﹤0.01%
+200
866
$1.8K ﹤0.01%
+75
867
$1.75K ﹤0.01%
+1,030
868
$1.74K ﹤0.01%
+200
869
$1.74K ﹤0.01%
+37
870
$1.72K ﹤0.01%
+64
871
$1.71K ﹤0.01%
+200
872
$1.69K ﹤0.01%
+179
873
$1.67K ﹤0.01%
+16
874
$1.62K ﹤0.01%
+60
875
$1.58K ﹤0.01%
+331
33 34
35
36 37