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
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$329K 0.02%
+22,450
302
$328K 0.02%
+3,438
303
$326K 0.02%
+4,687
304
$326K 0.02%
+8,596
305
$325K 0.02%
+18,244
306
$324K 0.02%
+3,007
307
$321K 0.02%
+1,664
308
$319K 0.02%
+3,232
309
$318K 0.02%
+5,330
310
$314K 0.02%
+3,139
311
$313K 0.02%
+5,272
312
$310K 0.02%
+2,570
313
$309K 0.02%
+3,838
314
$307K 0.02%
+2,727
315
$306K 0.02%
+3,396
316
$303K 0.02%
+16,557
317
$299K 0.02%
+5,804
318
$292K 0.02%
+3,075
319
$290K 0.02%
+1,616
320
$290K 0.02%
+2,800
321
$290K 0.02%
+6,650
322
$289K 0.02%
+1,052
323
$289K 0.02%
+5,220
324
$286K 0.02%
+3,608
325
$286K 0.02%
+17,656
11 12
13
14 15