WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.51B
1-Year Est. Return
15.08%
1 Year Est. Return
+15.08%
AUM
$1.37B
AUM Growth
+$358M
(+35%)
Holding
355
Top Buys
| 1 | +$10.9M | |
| 2 | +$10.9M | |
| 3 | +$10.6M | |
| 4 |
Tyson Foods
TSN
|
+$10.2M |
| 5 |
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
|
+$9.02M |
Top Sells
| 1 | +$9.91M | |
| 2 | +$7.42M | |
| 3 | +$7.42M | |
| 4 |
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
|
+$7.34M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$7.33M |
Sector Composition
| 1 | Technology | 13.88% |
| 2 | Financials | 7.45% |
| 3 | Industrials | 6.54% |
| 4 | Consumer Staples | 5.34% |
| 5 | Consumer Discretionary | 5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
VanEck Semiconductor ETF
SMH
$36.2B
| – | – |
-999
|
|
||
352
Presidio Property Trust
SQFT
$5.77M
| – | – |
-1,491
|
|
||
353
Zimmer Biomet
ZBH
$18.3B
| – | – |
-1,807
|
|
||
|
NOVM
354
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$24.6M
| – | – |
-14,239
|
|
||
|
DECM
355
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$33.5M
| – | – |
-14,186
|
|