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
251
$492K 0.03%
+22,328
252
$488K 0.03%
+15,770
253
$487K 0.03%
+4,791
254
$487K 0.03%
+18,518
255
$484K 0.03%
+4,875
256
$481K 0.03%
+10,286
257
$475K 0.03%
+5,405
258
$473K 0.03%
+4,873
259
$471K 0.03%
+12,714
260
$462K 0.03%
+2,612
261
$459K 0.03%
+8,683
262
$456K 0.03%
+15,050
263
$453K 0.03%
+4,935
264
$452K 0.03%
+4,542
265
$447K 0.03%
+43,921
266
$447K 0.03%
+3,689
267
$437K 0.03%
+16,603
268
$437K 0.03%
+790
269
$432K 0.03%
+14,910
270
$430K 0.03%
+4,033
271
$426K 0.03%
+8,189
272
$423K 0.03%
+33,689
273
$420K 0.03%
+10,111
274
$415K 0.03%
+10,062
275
$412K 0.03%
+11,268
9 10
11
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