WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.37B
This Quarter Return
-1.85%
1 Year Return
+13.92%
3 Year Return
+46.32%
5 Year Return
–
10 Year Return
–
AUM
$1.44B
AUM Growth
–
Cap. Flow
+$1.44B
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
24.88%
Holding
382
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$95.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$40.3M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$38.4M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$35.2M |
| 5 |
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% |
