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
201
$75.5K 0.01%
+12,086
202
$75.4K 0.01%
+1,442
203
$74.8K 0.01%
+2,889
204
$74K 0.01%
+12,750
205
$73.4K 0.01%
+9,348
206
$73.2K 0.01%
+387
207
$73K 0.01%
+1,586
208
$72.9K 0.01%
+914
209
$72.5K 0.01%
+2,040
210
$71K 0.01%
+11,586
211
$70K 0.01%
+15,776
212
$69.8K 0.01%
+1,740
213
$68.3K 0.01%
+5,034
214
$67.9K 0.01%
+1,850
215
$66.3K 0.01%
+3,414
216
$65.6K 0.01%
+664
217
$64.5K 0.01%
+1,238
218
$64.2K 0.01%
+2,775
219
$63K 0.01%
+820
220
$62.6K 0.01%
+6,953
221
$62.1K 0.01%
+796
222
$61.7K 0.01%
+2,355
223
$61K 0.01%
+4,200
224
$59.3K 0.01%
+2,843
225
$59.3K 0.01%
+6,522
7 8
9
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