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
151
$125K 0.02%
+54,404
152
$123K 0.02%
+23,093
153
$123K 0.02%
+7,540
154
$121K 0.02%
+5,716
155
$120K 0.02%
+5,409
156
$120K 0.02%
+3,656
157
$118K 0.02%
+7,226
158
$118K 0.02%
+1,664
159
$117K 0.02%
+8,026
160
$115K 0.02%
+2,646
161
$113K 0.02%
+4,068
162
$113K 0.02%
+3,473
163
$113K 0.02%
+9,138
164
$110K 0.02%
+1,018
165
$108K 0.02%
+7,851
166
$107K 0.02%
+35,846
167
$106K 0.02%
+16,335
168
$106K 0.02%
+8,300
169
$105K 0.02%
+4,507
170
$104K 0.02%
+1,249
171
$104K 0.02%
+2,658
172
$104K 0.02%
+2,178
173
$102K 0.02%
+1,212
174
$101K 0.02%
+1,250
175
$101K 0.02%
+6,513
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