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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$304K 0.02%
+6,505
302
$296K 0.02%
+3,403
303
$293K 0.02%
+2,709
304
$293K 0.02%
+2,748
305
$293K 0.02%
+4,692
306
$281K 0.02%
+4,687
307
$279K 0.02%
+3,682
308
$272K 0.02%
+2,187
309
$271K 0.02%
+1,639
310
$269K 0.02%
+57
311
$266K 0.02%
+22,964
312
$266K 0.02%
+5,217
313
$266K 0.02%
+5,140
314
$265K 0.02%
+2,541
315
$265K 0.02%
+8,754
316
$265K 0.02%
+8,659
317
$263K 0.02%
+2,579
318
$260K 0.02%
+2,160
319
$259K 0.02%
+2,210
320
$259K 0.02%
+2,576
321
$255K 0.02%
+12,203
322
$252K 0.02%
+13,941
323
$249K 0.02%
+2,262
324
$248K 0.02%
+7,632
325
$243K 0.02%
+1,355
11 12
13
14 15