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
876
$1.57K ﹤0.01%
+555
877
$1.56K ﹤0.01%
+20
878
$1.56K ﹤0.01%
+400
879
$1.54K ﹤0.01%
+238
880
$1.52K ﹤0.01%
+21,152
881
$1.52K ﹤0.01%
+119
882
$1.51K ﹤0.01%
+260
883
$1.48K ﹤0.01%
+162
884
$1.48K ﹤0.01%
+1,939
885
$1.47K ﹤0.01%
+28
886
$1.43K ﹤0.01%
+200
887
$1.43K ﹤0.01%
+66
888
$1.38K ﹤0.01%
+58
889
$1.38K ﹤0.01%
+152
890
$1.38K ﹤0.01%
+200
891
$1.33K ﹤0.01%
+104
892
$1.27K ﹤0.01%
+200
893
$1.27K ﹤0.01%
+37
894
$1.26K ﹤0.01%
+76
895
$1.24K ﹤0.01%
+100
896
$1.23K ﹤0.01%
+101
897
$1.21K ﹤0.01%
+53
898
$1.2K ﹤0.01%
+31
899
$1.18K ﹤0.01%
+40
900
$1.18K ﹤0.01%
+274
34 35
36
37 38