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
401
$1.3K ﹤0.01%
+180
402
$1.3K ﹤0.01%
+30
403
$1.23K ﹤0.01%
16
-4,023
404
$1.22K ﹤0.01%
+20
405
$1.09K ﹤0.01%
+62
406
$1.06K ﹤0.01%
+125
407
$1.06K ﹤0.01%
55
-43,109
408
$1.05K ﹤0.01%
+100
409
$1.04K ﹤0.01%
+9
410
$970 ﹤0.01%
+68
411
$933 ﹤0.01%
+14
412
$900 ﹤0.01%
+25
413
$862 ﹤0.01%
+10
414
$804 ﹤0.01%
+10
415
$783 ﹤0.01%
+30
416
$753 ﹤0.01%
+51
417
$704 ﹤0.01%
+400
418
$671 ﹤0.01%
+490
419
$650 ﹤0.01%
+58
420
$591 ﹤0.01%
+14
421
$585 ﹤0.01%
+13
422
$519 ﹤0.01%
+32
423
$512 ﹤0.01%
+15
424
$462 ﹤0.01%
+44
425
$423 ﹤0.01%
14
-7,452
15 16
17
18 19