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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 1.2%
+52,094
27
$15.7M 1.15%
+163,705
28
$15.5M 1.13%
+101,052
29
$15M 1.09%
+560,202
30
$15M 1.09%
+258,180
31
$14.8M 1.08%
+1,905,274
32
$14.6M 1.07%
+896,866
33
$14.4M 1.05%
+186,618
34
$14.2M 1.04%
+275,031
35
$14.2M 1.03%
+676,537
36
$14M 1.02%
+80,670
37
$13.5M 0.99%
+524,766
38
$13.4M 0.98%
+27,876
39
$12.9M 0.94%
+135,485
40
$12.9M 0.94%
+166,589
41
$12.7M 0.93%
+288,213
42
$12.7M 0.93%
+26,400
43
$12.5M 0.91%
+84,462
44
$11.7M 0.85%
+84,949
45
$11.4M 0.83%
+238,632
46
$10.8M 0.79%
+27,415
47
$10.3M 0.75%
+260,954
48
$10.1M 0.74%
+114,516
49
$10.1M 0.74%
+406,207
50
$9.88M 0.72%
+162,822
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