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
351
$240K 0.02%
+16,866
352
$240K 0.02%
+16,604
353
$240K 0.02%
+3,264
354
$239K 0.02%
+1,256
355
$233K 0.02%
+5,367
356
$231K 0.02%
+1,311
357
$230K 0.02%
+9,705
358
$229K 0.02%
+1,855
359
$229K 0.02%
+2,289
360
$229K 0.02%
+5,862
361
$227K 0.02%
+3,071
362
$218K 0.02%
+9,213
363
$216K 0.02%
+833
364
$215K 0.01%
+1,702
365
$211K 0.01%
+1,806
366
$207K 0.01%
+6,019
367
$206K 0.01%
+2,677
368
$205K 0.01%
+5,958
369
$186K 0.01%
+10,232
370
$164K 0.01%
+13,310
371
$148K 0.01%
+21,038
372
$139K 0.01%
+12,677
373
$127K 0.01%
+13,398
374
$105K 0.01%
+10,483
375
$37K ﹤0.01%
+15,732
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