WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.9M
3
+$10.6M
4
TSN icon
Tyson Foods
TSN
+$10.2M
5
OCTT icon
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
+$9.02M

Top Sells

1
+$9.91M
2
+$7.42M
3
+$7.42M
4
DECT icon
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
+$7.34M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$7.33M

Sector Composition

1 Technology 13.88%
2 Financials 7.45%
3 Industrials 6.54%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$343K 0.03%
+6,996
277
$336K 0.02%
+2,280
278
$336K 0.02%
6,049
+123
279
$327K 0.02%
917
280
$327K 0.02%
1,439
+44
281
$326K 0.02%
4,853
-54
282
$323K 0.02%
6,586
-449
283
$323K 0.02%
+4,543
284
$314K 0.02%
2,109
+17
285
$313K 0.02%
8,210
+18
286
$311K 0.02%
4,609
+30
287
$310K 0.02%
6,491
288
$309K 0.02%
7,358
-2,211
289
$305K 0.02%
+1,917
290
$304K 0.02%
+2,454
291
$299K 0.02%
5,713
+33
292
$296K 0.02%
+4,004
293
$296K 0.02%
+6,978
294
$296K 0.02%
+1,149
295
$286K 0.02%
5,525
+16
296
$281K 0.02%
144,313
+14,450
297
$281K 0.02%
38
-7
298
$277K 0.02%
+264
299
$277K 0.02%
+685
300
$276K 0.02%
+6,245
10 11
12
13 14