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
376
$3.93K ﹤0.01%
+243
377
$3.61K ﹤0.01%
+44
378
$3.53K ﹤0.01%
+1
379
$3.47K ﹤0.01%
+125
380
$3.42K ﹤0.01%
+100
381
$3.29K ﹤0.01%
+74
382
$3.14K ﹤0.01%
92
-16,585
383
$3.04K ﹤0.01%
+518
384
$3.03K ﹤0.01%
+30
385
$2.54K ﹤0.01%
+419
386
$2.54K ﹤0.01%
+101
387
$2.45K ﹤0.01%
+104
388
$2.42K ﹤0.01%
+138
389
$2.38K ﹤0.01%
+67
390
$2.28K ﹤0.01%
+57
391
$2.27K ﹤0.01%
+127
392
$2.16K ﹤0.01%
+561
393
$2.1K ﹤0.01%
+139
394
$2.07K ﹤0.01%
+562
395
$2.05K ﹤0.01%
+75
396
$2.04K ﹤0.01%
+55
397
$1.82K ﹤0.01%
+79
398
$1.74K ﹤0.01%
+47
399
$1.48K ﹤0.01%
20
-4,271
400
$1.35K ﹤0.01%
+52
14 15
16
17 18