WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$605K 0.04%
+9,389
227
$605K 0.04%
+11,945
228
$599K 0.04%
+12,489
229
$598K 0.04%
+16,679
230
$586K 0.04%
+14,742
231
$583K 0.04%
+7,041
232
$576K 0.04%
+16,952
233
$573K 0.04%
+11,568
234
$573K 0.04%
+2,878
235
$563K 0.04%
+4,259
236
$558K 0.04%
+18,676
237
$552K 0.04%
+19,217
238
$552K 0.04%
+15,812
239
$551K 0.04%
+7,382
240
$550K 0.04%
+38,589
241
$540K 0.04%
+2,470
242
$535K 0.04%
+10,253
243
$522K 0.04%
+5,741
244
$522K 0.04%
+9,968
245
$513K 0.04%
+7,767
246
$506K 0.04%
+7,130
247
$504K 0.04%
+3,565
248
$503K 0.03%
+3,215
249
$502K 0.03%
+4,328
250
$496K 0.03%
+4,788
8 9
10
11 12