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
$335M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.72M
3
+$1.18M
4
FSCO
FS Credit Opportunities Corp
FSCO
+$708K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$52.2K

Top Sells

1
+$24.3M
2
+$8.14M
3
+$7.85M
4
PEP icon
PepsiCo
PEP
+$6.81M
5
NUE icon
Nucor
NUE
+$6.5M

Sector Composition

1 Technology 14.83%
2 Consumer Staples 9.3%
3 Healthcare 8.76%
4 Industrials 8.02%
5 Financials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.5K 0.01%
1,616
227
$30.2K 0.01%
2,907
228
$29.1K 0.01%
+60
229
$28.2K 0.01%
162
-87
230
$26.5K 0.01%
849
-3,916
231
$26.4K 0.01%
300
232
$24.8K 0.01%
484
-47
233
$24.7K 0.01%
329
234
$24.2K 0.01%
297
235
$22K 0.01%
364
+60
236
$21.2K 0.01%
529
237
$20.8K 0.01%
5,000
238
$20.6K 0.01%
123
-439
239
$20.6K 0.01%
+160
240
$19.7K 0.01%
+910
241
$19.5K 0.01%
+600
242
$19.4K 0.01%
779
-675
243
$18.7K 0.01%
+2,900
244
$18.4K 0.01%
+188
245
$18.2K 0.01%
+180
246
$18K 0.01%
+346
247
$18K 0.01%
510
-13,896
248
$17.9K 0.01%
+482
249
$17.9K 0.01%
+343
250
$17.8K 0.01%
+286
8 9
10
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