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
$1.01B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.85M
3
+$7.84M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$6.97M
5
OCTT icon
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
+$6.69M

Top Sells

1
+$9.51M
2
+$7.62M
3
+$7.61M
4
SEPT icon
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
+$7.58M
5
AUGM
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
+$5.65M

Sector Composition

1 Technology 15.36%
2 Financials 7.36%
3 Industrials 7.1%
4 Consumer Staples 6.37%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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280
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282
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283
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284
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285
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-8,451
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-178,761
287
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-16,906
288
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-1,177,264
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