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
$1.02B
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.53M
3
+$8.04M
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$8.03M
5
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$8.01M

Top Sells

1
+$8.35M
2
+$7.84M
3
+$6.69M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$6.68M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$6.67M

Sector Composition

1 Technology 14.58%
2 Financials 9.02%
3 Industrials 7.05%
4 Consumer Staples 6.23%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-3,049
277
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-170,141
278
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-78,336
279
– –
-5,963
280
– –
-155,635
281
– –
-2,277
282
– –
-25,183
283
– –
-22,242
284
– –
-18,507
8 9 10 11
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