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
251
$17.8K 0.01%
+355
252
$17.8K 0.01%
+308
253
$17.7K 0.01%
426
254
$17.4K 0.01%
100
255
$17.3K 0.01%
158
256
$17.2K 0.01%
+344
257
$16.9K 0.01%
+391
258
$16.8K 0.01%
+755
259
$16.4K ﹤0.01%
124
-233
260
$15.3K ﹤0.01%
120
261
$15.2K ﹤0.01%
+270
262
$15.1K ﹤0.01%
+150
263
$14.3K ﹤0.01%
1,000
264
$14.1K ﹤0.01%
+30
265
$13.5K ﹤0.01%
48
266
$13.2K ﹤0.01%
+90
267
$13K ﹤0.01%
615
268
$12.1K ﹤0.01%
238
-5,603
269
$11.7K ﹤0.01%
364
-622
270
$11.6K ﹤0.01%
1,000
271
$11.3K ﹤0.01%
263
-131
272
$11.3K ﹤0.01%
81
273
$11.1K ﹤0.01%
484
274
$11K ﹤0.01%
75
275
$10.9K ﹤0.01%
232
-3,385
9 10
11
12 13