WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.9M
3
+$10.6M
4
TSN icon
Tyson Foods
TSN
+$10.2M
5
OCTT icon
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
+$9.02M

Top Sells

1
+$9.91M
2
+$7.42M
3
+$7.42M
4
DECT icon
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
+$7.34M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$7.33M

Sector Composition

1 Technology 13.88%
2 Financials 7.45%
3 Industrials 6.54%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$432K 0.03%
7,376
+1,723
252
$431K 0.03%
+14,976
253
$431K 0.03%
10,076
+1,455
254
$429K 0.03%
2,426
+657
255
$425K 0.03%
8,873
+182
256
$424K 0.03%
5,113
+182
257
$419K 0.03%
3,632
+1,060
258
$414K 0.03%
10,880
-2,522
259
$413K 0.03%
10,206
-387
260
$409K 0.03%
4,463
+155
261
$407K 0.03%
1,428
+39
262
$402K 0.03%
17,642
-177
263
$395K 0.03%
5,491
+26
264
$388K 0.03%
35,779
-1,497
265
$378K 0.03%
+1,414
266
$376K 0.03%
9,950
-346
267
$375K 0.03%
+3,592
268
$372K 0.03%
485
269
$366K 0.03%
10,262
+955
270
$358K 0.03%
1,147
+217
271
$351K 0.03%
+3,122
272
$348K 0.03%
9,646
-122
273
$348K 0.03%
12,012
+2,092
274
$345K 0.03%
1,245
+104
275
$344K 0.03%
+3,106
9 10
11
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