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
326
$283K 0.02%
+2,283
327
$281K 0.02%
+3,823
328
$276K 0.02%
+2,542
329
$275K 0.02%
+22,964
330
$274K 0.02%
+2,160
331
$273K 0.02%
+12,958
332
$271K 0.02%
+567
333
$270K 0.02%
+1,643
334
$268K 0.02%
+5,252
335
$267K 0.02%
+2,718
336
$265K 0.02%
+2,754
337
$264K 0.02%
+3,380
338
$264K 0.02%
+3,669
339
$262K 0.02%
+7,769
340
$260K 0.02%
+2,912
341
$260K 0.02%
+2,651
342
$257K 0.02%
+8,078
343
$253K 0.02%
+1,781
344
$252K 0.02%
+2,091
345
$248K 0.02%
+3,919
346
$244K 0.02%
+3,177
347
$243K 0.02%
+1,837
348
$243K 0.02%
+3,412
349
$243K 0.02%
+3,681
350
$242K 0.02%
+6,658
12 13
14
15 16