WP

WealthPLAN Partners Portfolio holdings

AUM $667M
1-Year Est. Return 15.29%
This Fund
S&P 500
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
176
$101K 0.02%
+1,882
177
$99.9K 0.02%
+2,065
178
$99.7K 0.02%
+17,416
179
$99.6K 0.02%
+3,058
180
$97.1K 0.02%
+5,368
181
$93.3K 0.02%
+3,156
182
$92.9K 0.02%
+3,590
183
$92.4K 0.02%
+9,209
184
$92.1K 0.02%
+4,659
185
$90.8K 0.01%
+5,028
186
$88K 0.01%
+4,242
187
$86.2K 0.01%
+3,856
188
$86.1K 0.01%
+1,384
189
$85.3K 0.01%
+6,881
190
$84.6K 0.01%
+6,430
191
$84.4K 0.01%
+2,742
192
$84.4K 0.01%
+2,952
193
$84.2K 0.01%
+8,420
194
$81K 0.01%
+777
195
$80.5K 0.01%
+2,845
196
$80.1K 0.01%
+4,838
197
$79.8K 0.01%
+15,000
198
$77.8K 0.01%
+1,452
199
$76.2K 0.01%
+5,208
200
$75.9K 0.01%
+4,591
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8
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