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
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$411K 0.03%
+10,141
277
$408K 0.03%
+9,700
278
$404K 0.03%
+16,209
279
$391K 0.03%
+289
280
$382K 0.03%
+7,699
281
$380K 0.03%
+5,943
282
$379K 0.03%
+3,764
283
$377K 0.03%
+4,207
284
$374K 0.03%
+4,761
285
$372K 0.03%
+815
286
$372K 0.03%
+1,474
287
$371K 0.03%
+4,532
288
$371K 0.03%
+5,096
289
$371K 0.03%
+4,971
290
$368K 0.03%
+4,683
291
$367K 0.03%
+7,495
292
$362K 0.03%
+3,208
293
$359K 0.02%
+7,727
294
$358K 0.02%
+4,833
295
$354K 0.02%
+5,468
296
$354K 0.02%
+2,716
297
$351K 0.02%
+1,542
298
$346K 0.02%
+3,774
299
$343K 0.02%
+2,747
300
$341K 0.02%
+2,443
10 11
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