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
$581M
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$188K
3
+$173K
4
UBER icon
Uber
UBER
+$164K
5
Z icon
Zillow
Z
+$160K

Top Sells

1
+$55.6M
2
+$29.4M
3
+$28.6M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$18.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$17.2M

Sector Composition

1 Technology 12.44%
2 Consumer Staples 12.02%
3 Industrials 9.91%
4 Healthcare 9.23%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29.8K 0.01%
+959
277
$29.7K 0.01%
+938
278
$29.3K 0.01%
+972
279
$28.7K ﹤0.01%
2,907
-391,136
280
$27.5K ﹤0.01%
+144
281
$27.5K ﹤0.01%
+531
282
$26.2K ﹤0.01%
105
-1,191
283
$25.5K ﹤0.01%
510
-25,145
284
$24.8K ﹤0.01%
+593
285
$24.6K ﹤0.01%
+5,000
286
$24K ﹤0.01%
+329
287
$22.9K ﹤0.01%
568
-4,651
288
$22.7K ﹤0.01%
1,025
-10,445
289
$22.5K ﹤0.01%
+300
290
$22.5K ﹤0.01%
+300
291
$22.3K ﹤0.01%
+179
292
$21.2K ﹤0.01%
529
-34,788
293
$20.7K ﹤0.01%
+290
294
$19.9K ﹤0.01%
+393
295
$19.7K ﹤0.01%
500
-23,829
296
$19.3K ﹤0.01%
+708
297
$18.7K ﹤0.01%
+394
298
$18.3K ﹤0.01%
+300
299
$17.8K ﹤0.01%
426
-7,212
300
$17.6K ﹤0.01%
+297
10 11
12
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