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
351
$208K 0.02%
+5,194
352
$200K 0.01%
+3,128
353
$193K 0.01%
+19,677
354
$181K 0.01%
+843
355
$168K 0.01%
+13,899
356
$159K 0.01%
+13,110
357
$135K 0.01%
+13,179
358
$133K 0.01%
+15,431
359
$125K 0.01%
+11,100
360
$122K 0.01%
+13,398
361
$99K 0.01%
+16,163
362
$94K 0.01%
+13,242
363
$86K 0.01%
+21
364
$84K 0.01%
+12,461
365
$70K 0.01%
+3,333
366
$28K ﹤0.01%
+2,565
367
$20K ﹤0.01%
+2,140
368
$13K ﹤0.01%
+500
369
$8K ﹤0.01%
+200
370
$4K ﹤0.01%
+507
371
$2K ﹤0.01%
+32,982
11 12 13 14
15