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
351
$6.67K ﹤0.01%
+158
352
$6.62K ﹤0.01%
+98
353
$6.18K ﹤0.01%
+196
354
$5.99K ﹤0.01%
+99
355
$5.93K ﹤0.01%
77
-7,852
356
$5.77K ﹤0.01%
+35
357
$5.66K ﹤0.01%
+66
358
$5.58K ﹤0.01%
+37
359
$5.56K ﹤0.01%
+17
360
$5.55K ﹤0.01%
+92
361
$5.42K ﹤0.01%
+238
362
$5.38K ﹤0.01%
+72
363
$5.35K ﹤0.01%
+36
364
$5.3K ﹤0.01%
25
-4,410
365
$5.18K ﹤0.01%
+200
366
$5.14K ﹤0.01%
+628
367
$5.07K ﹤0.01%
+634
368
$5.05K ﹤0.01%
+275
369
$5K ﹤0.01%
62
-7,371
370
$5K ﹤0.01%
+550
371
$4.75K ﹤0.01%
+116
372
$4.54K ﹤0.01%
+84
373
$4.44K ﹤0.01%
+82
374
$4.11K ﹤0.01%
+51
375
$3.95K ﹤0.01%
52
-4,249
13 14
15
16 17