WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.37B
1-Year Return
13.92%
This Quarter Return
+5.94%
1 Year Return
+13.92%
3 Year Return
+46.32%
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
-$246M
(-42%)
Cap. Flow
-$271M
Cap. Flow
% of AUM
-80.74%
Top 10 Holdings %
Top 10 Hldgs %
26.12%
Holding
470
New
28
Increased
22
Reduced
196
Closed
101
Top Buys
| 1 |
IBM
IBM
|
$3.04M |
| 2 |
Innovator Growth-100 Power Buffer ETF April
NAPR
|
$2.72M |
| 3 |
Walmart
WMT
|
$1.18M |
| 4 |
FSCO
FS Credit Opportunities Corp
FSCO
|
$708K |
| 5 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$52.2K |
Top Sells
| 1 |
Apple
AAPL
|
$24.3M |
| 2 |
C.H. Robinson
CHRW
|
$8.14M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$7.85M |
| 4 |
PepsiCo
PEP
|
$6.81M |
| 5 |
Nucor
NUE
|
$6.5M |
Sector Composition
| 1 | Technology | 14.83% |
| 2 | Consumer Staples | 9.3% |
| 3 | Healthcare | 8.76% |
| 4 | Industrials | 8.02% |
| 5 | Financials | 7% |
