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
$581M
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$188K
3
+$173K
4
UBER icon
Uber
UBER
+$164K
5
Z icon
Zillow
Z
+$160K

Top Sells

1
+$55.6M
2
+$29.4M
3
+$28.6M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$18.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$17.2M

Sector Composition

1 Technology 12.44%
2 Consumer Staples 12.02%
3 Industrials 9.91%
4 Healthcare 9.23%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.5K ﹤0.01%
+304
302
$17.1K ﹤0.01%
+100
303
$16.7K ﹤0.01%
+110
304
$15.2K ﹤0.01%
+158
305
$15.2K ﹤0.01%
+211
306
$15.1K ﹤0.01%
+192
307
$14.8K ﹤0.01%
+1,070
308
$14.8K ﹤0.01%
+493
309
$14.6K ﹤0.01%
+1,000
310
$14.3K ﹤0.01%
+610
311
$13.2K ﹤0.01%
173
-4,596
312
$12.6K ﹤0.01%
+615
313
$12.4K ﹤0.01%
+122
314
$12.4K ﹤0.01%
+135
315
$12.4K ﹤0.01%
354
-38,801
316
$12.3K ﹤0.01%
+48
317
$12K ﹤0.01%
+120
318
$11.9K ﹤0.01%
+1,461
319
$11.7K ﹤0.01%
+81
320
$11.7K ﹤0.01%
+1,000
321
$11.6K ﹤0.01%
+484
322
$11.2K ﹤0.01%
+101
323
$11.2K ﹤0.01%
+79
324
$11.1K ﹤0.01%
+72
325
$10.3K ﹤0.01%
+75
11 12
13
14 15