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
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.3M
3
+$14.7M
4
AAPL icon
Apple
AAPL
+$12.9M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.45%
2 Technology 2.67%
3 Healthcare 2.12%
4 Industrials 2.09%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$176K 0.03%
+20,940
127
$174K 0.03%
+12,003
128
$174K 0.03%
+60,426
129
$170K 0.03%
+3,376
130
$168K 0.03%
+47,660
131
$164K 0.03%
+7,916
132
$154K 0.03%
+15,663
133
$153K 0.02%
+1,826
134
$153K 0.02%
+5,612
135
$152K 0.02%
+10,890
136
$151K 0.02%
+6,728
137
$148K 0.02%
+29,624
138
$147K 0.02%
+5,671
139
$145K 0.02%
+5,443
140
$140K 0.02%
+151,635
141
$139K 0.02%
+6,131
142
$139K 0.02%
+5,283
143
$139K 0.02%
+2,620
144
$136K 0.02%
+4,525
145
$135K 0.02%
+3,325
146
$131K 0.02%
+9,552
147
$130K 0.02%
+6,002
148
$130K 0.02%
+2,791
149
$129K 0.02%
+20,961
150
$126K 0.02%
+3,552
4 5
6
7 8