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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$376K 0.03%
+29,065
277
$376K 0.03%
+1,474
278
$375K 0.03%
+2,891
279
$367K 0.03%
+3,105
280
$365K 0.03%
+5,149
281
$362K 0.03%
+280
282
$359K 0.03%
+4,948
283
$358K 0.03%
+3,122
284
$357K 0.03%
+4,793
285
$354K 0.03%
+4,725
286
$346K 0.03%
+15,790
287
$344K 0.03%
+9,095
288
$338K 0.02%
+1,938
289
$336K 0.02%
+1,303
290
$333K 0.02%
+1,542
291
$330K 0.02%
+10,343
292
$322K 0.02%
+13,894
293
$322K 0.02%
+6,085
294
$321K 0.02%
+8,447
295
$321K 0.02%
+5,235
296
$318K 0.02%
+3,724
297
$317K 0.02%
+3,344
298
$314K 0.02%
+3,172
299
$309K 0.02%
+10,940
300
$306K 0.02%
+4,382
10 11
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