WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.37B
1-Year Return
13.92%
This Quarter Return
+5.14%
1 Year Return
+13.92%
3 Year Return
+46.32%
5 Year Return
–
10 Year Return
–
AUM
$581M
AUM Growth
-$850M
(-59%)
Cap. Flow
-$831M
Cap. Flow
% of AUM
-143.02%
Top 10 Holdings %
Top 10 Hldgs %
25.86%
Holding
597
New
203
Increased
6
Reduced
229
Closed
153
Top Buys
| 1 |
Hershey
HSY
|
$1.07M |
| 2 |
Hologic
HOLX
|
$188K |
| 3 |
Vishay Intertechnology
VSH
|
$173K |
| 4 |
Uber
UBER
|
$164K |
| 5 |
Zillow
Z
|
$160K |
Top Sells
| 1 |
Apple
AAPL
|
$55.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$29.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$28.6M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$18.8M |
| 5 |
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% |
