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
$566M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$8.33M
3 +$7.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.45M
5
NKE icon
Nike
NKE
+$6.72M

Top Sells

1 +$3.67M
2 +$3.11M
3 +$1.47M
4
SPBC icon
Simplify US Equity PLUS GBTC ETF
SPBC
+$499K
5
NOW icon
ServiceNow
NOW
+$189K

Sector Composition

1 Technology 14.15%
2 Consumer Staples 9.24%
3 Healthcare 8.77%
4 Industrials 8.24%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-180
377
-90
378
-670
379
-123
380
-484