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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$581K 0.04%
+9,142
227
$575K 0.04%
+16,948
228
$573K 0.04%
+11,935
229
$567K 0.04%
+7,335
230
$559K 0.04%
+4,845
231
$553K 0.04%
+10,899
232
$553K 0.04%
+4,633
233
$550K 0.04%
+4,999
234
$542K 0.04%
+13,096
235
$540K 0.04%
+5,890
236
$539K 0.04%
+15,554
237
$538K 0.04%
+24,021
238
$534K 0.04%
+1,800
239
$533K 0.04%
+4,949
240
$522K 0.04%
+7,198
241
$514K 0.04%
+19,453
242
$506K 0.04%
+21,101
243
$504K 0.04%
+7,907
244
$504K 0.04%
+15,889
245
$502K 0.04%
+16,709
246
$495K 0.04%
+3,215
247
$484K 0.04%
+2,316
248
$480K 0.04%
+10,347
249
$476K 0.03%
+5,142
250
$468K 0.03%
+36,807
8 9
10
11 12