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
326
$241K 0.02%
+6,835
327
$236K 0.02%
+4,647
328
$234K 0.02%
+4,952
329
$232K 0.02%
+7,360
330
$230K 0.02%
+3,302
331
$229K 0.02%
+6,759
332
$229K 0.02%
+5,833
333
$226K 0.02%
+5,925
334
$225K 0.02%
+11,985
335
$225K 0.02%
+9,705
336
$224K 0.02%
+18,388
337
$223K 0.02%
+3,253
338
$222K 0.02%
+1,704
339
$222K 0.02%
+12,433
340
$221K 0.02%
+7,466
341
$219K 0.02%
+2,424
342
$218K 0.02%
+1,571
343
$218K 0.02%
+3,837
344
$218K 0.02%
+2,632
345
$217K 0.02%
+3,062
346
$217K 0.02%
+2,124
347
$213K 0.02%
+548
348
$213K 0.02%
+2,013
349
$209K 0.02%
+7,309
350
$209K 0.02%
+3,202
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