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
251
$46.2K 0.01%
357
-11,375
252
$45.6K 0.01%
+200
253
$44.8K 0.01%
+224
254
$44.6K 0.01%
+1,859
255
$44K 0.01%
+2,222
256
$43.4K 0.01%
2,426
-10,266
257
$42.8K 0.01%
+705
258
$42.5K 0.01%
+1,113
259
$41.6K 0.01%
+1,168
260
$41.5K 0.01%
+191
261
$41.2K 0.01%
818
-11,057
262
$40.9K 0.01%
687
-73,865
263
$39.9K 0.01%
398
-5,359
264
$39.3K 0.01%
+502
265
$38.8K 0.01%
+122
266
$38.8K 0.01%
+3,326
267
$37.7K 0.01%
249
-3,103
268
$37.5K 0.01%
+1,266
269
$37.3K 0.01%
409
-10,316
270
$35.3K 0.01%
328
-2,395
271
$34.4K 0.01%
1,454
-12,119
272
$32.6K 0.01%
309
-2,164
273
$32.3K 0.01%
390
-8,005
274
$31.8K 0.01%
+1,616
275
$30.6K 0.01%
+986
9 10
11
12 13