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
901
$1.12K ﹤0.01%
+251
902
– –
0
903
$1.09K ﹤0.01%
+64
904
$1.09K ﹤0.01%
+26
905
$1.08K ﹤0.01%
+42
906
$1.06K ﹤0.01%
+380
907
$1.05K ﹤0.01%
+76
908
$1.04K ﹤0.01%
+26
909
$1.04K ﹤0.01%
+44
910
$1.02K ﹤0.01%
+100
911
$1.01K ﹤0.01%
+50
912
$1.01K ﹤0.01%
+210
913
$992 ﹤0.01%
+60
914
$942 ﹤0.01%
+48
915
$908 ﹤0.01%
+204
916
$905 ﹤0.01%
+504
917
$897 ﹤0.01%
+50
918
$831 ﹤0.01%
+44
919
$830 ﹤0.01%
+362
920
$821 ﹤0.01%
+120
921
$692 ﹤0.01%
+100
922
$678 ﹤0.01%
+90
923
$611 ﹤0.01%
+100
924
$610 ﹤0.01%
+7
925
$610 ﹤0.01%
+1,332
35 36
37
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