WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.37B
1-Year Return
13.92%
This Quarter Return
-0.76%
1 Year Return
+13.92%
3 Year Return
+46.32%
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
+$3.4M
(+0.34%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
284
New
22
Increased
118
Reduced
107
Closed
16
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.4M |
| 2 |
Innovator US Equity Ultra Buffer ETF December
UDEC
|
+$8.53M |
| 3 |
Innovator US Equity Buffer ETF July
BJUL
|
+$8.04M |
| 4 |
Innovator US Equity Buffer ETF February
BFEB
|
+$8.03M |
| 5 |
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
|
+$8.01M |
Top Sells
| 1 |
FT Vest US Equity Buffer ETF November
FNOV
|
+$8.35M |
| 2 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$7.84M |
| 3 |
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
|
+$6.69M |
| 4 |
Innovator US Equity Buffer ETF November
BNOV
|
+$6.68M |
| 5 |
FT Vest US Equity Buffer ETF October
FOCT
|
+$6.67M |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Financials | 9.02% |
| 3 | Industrials | 7.05% |
| 4 | Consumer Staples | 6.28% |
| 5 | Healthcare | 6.03% |
