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
$581M
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$188K
3
+$173K
4
UBER icon
Uber
UBER
+$164K
5
Z icon
Zillow
Z
+$160K

Top Sells

1
+$55.6M
2
+$29.4M
3
+$28.6M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$18.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$17.2M

Sector Composition

1 Technology 12.44%
2 Consumer Staples 12.02%
3 Industrials 9.91%
4 Healthcare 9.23%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.7K 0.01%
+495
227
$65.8K 0.01%
+800
228
$65.3K 0.01%
2,000
-108,959
229
$64.9K 0.01%
+503
230
$64.3K 0.01%
375
-819
231
$64.1K 0.01%
+405
232
$63.2K 0.01%
+2,355
233
$62.5K 0.01%
755
-1,251
234
$62K 0.01%
+799
235
$60.8K 0.01%
1,911
-6,535
236
$60.4K 0.01%
+700
237
$59.4K 0.01%
2,013
-5,703
238
$58.7K 0.01%
+1,000
239
$57.9K 0.01%
567
-4,113
240
$57.5K 0.01%
1,170
-27,972
241
$57.4K 0.01%
+1,162
242
$54.8K 0.01%
+286
243
$51.2K 0.01%
+883
244
$50.7K 0.01%
+1,630
245
$49K 0.01%
4,911
-9,252
246
$48.8K 0.01%
521
-21,932
247
$48.1K 0.01%
+875
248
$48.1K 0.01%
+592
249
$46.7K 0.01%
+560
250
$46.4K 0.01%
+4,406
8 9
10
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