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
326
$10.2K ﹤0.01%
+178
327
$10.2K ﹤0.01%
+50
328
$10.1K ﹤0.01%
+192
329
$9.72K ﹤0.01%
+382
330
$9.36K ﹤0.01%
126
-2,301
331
$8.99K ﹤0.01%
+317
332
$8.94K ﹤0.01%
+210
333
$8.59K ﹤0.01%
+817
334
$8.26K ﹤0.01%
+33
335
$8.07K ﹤0.01%
+50
336
$8.04K ﹤0.01%
+1,000
337
$8K ﹤0.01%
+26
338
$7.84K ﹤0.01%
+112
339
$7.57K ﹤0.01%
+110
340
$7.52K ﹤0.01%
+1,183
341
$7.42K ﹤0.01%
+105
342
$7.41K ﹤0.01%
+158
343
$7.36K ﹤0.01%
+100
344
$7.14K ﹤0.01%
200
-56,520
345
$7.06K ﹤0.01%
+200
346
$7.01K ﹤0.01%
+319
347
$7K ﹤0.01%
+400
348
$6.96K ﹤0.01%
+84
349
$6.79K ﹤0.01%
+170
350
$6.71K ﹤0.01%
+66
12 13
14
15 16