WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.72M
3
+$1.18M
4
FSCO
FS Credit Opportunities Corp
FSCO
+$708K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$52.2K

Top Sells

1
+$24.3M
2
+$8.14M
3
+$7.85M
4
PEP icon
PepsiCo
PEP
+$6.81M
5
NUE icon
Nucor
NUE
+$6.5M

Sector Composition

1 Technology 14.83%
2 Consumer Staples 9.3%
3 Healthcare 8.76%
4 Industrials 8.02%
5 Financials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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470
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