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
301
$268K 0.02%
1,173
+73
302
$263K 0.02%
+3,577
303
$262K 0.02%
1,967
+8
304
$259K 0.02%
+5,889
305
$252K 0.02%
+1,776
306
$252K 0.02%
+1,894
307
$252K 0.02%
+5,060
308
$251K 0.02%
+4,993
309
$250K 0.02%
2,603
-66
310
$246K 0.02%
+3,971
311
$243K 0.02%
2,263
+53
312
$241K 0.02%
+7,335
313
$240K 0.02%
3,163
+412
314
$239K 0.02%
5,724
-36
315
$239K 0.02%
1,160
-12,350
316
$237K 0.02%
17,443
317
$235K 0.02%
4,800
318
$233K 0.02%
7,797
-426
319
$232K 0.02%
6,809
-262
320
$232K 0.02%
+2,546
321
$227K 0.02%
+3,176
322
$223K 0.02%
4,540
+14
323
$221K 0.02%
1,098
324
$221K 0.02%
+1,949
325
$216K 0.02%
5,444
11 12
13
14 15