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
251
$466K 0.03%
+7,634
252
$453K 0.03%
+10,426
253
$453K 0.03%
+4,916
254
$452K 0.03%
+5,297
255
$450K 0.03%
+4,492
256
$447K 0.03%
+5,490
257
$446K 0.03%
+5,114
258
$446K 0.03%
+9,361
259
$444K 0.03%
+5,000
260
$444K 0.03%
+4,055
261
$440K 0.03%
+9,139
262
$435K 0.03%
+15,264
263
$431K 0.03%
+2,894
264
$428K 0.03%
+5,954
265
$424K 0.03%
+3,825
266
$417K 0.03%
+4,716
267
$398K 0.03%
+2,307
268
$397K 0.03%
+1,804
269
$394K 0.03%
+27,252
270
$393K 0.03%
+869
271
$388K 0.03%
+5,058
272
$386K 0.03%
+15,666
273
$386K 0.03%
+14,724
274
$380K 0.03%
+42,719
275
$377K 0.03%
+7,440
9 10
11
12 13