WIM
WealthPlan Investment Management Portfolio holdings
AUM
$1.37B
This Quarter Return
-4.59%
1 Year Return
+13.92%
3 Year Return
+46.32%
5 Year Return
–
10 Year Return
–
AUM
$1.37B
AUM Growth
–
Cap. Flow
+$1.37B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.64%
Holding
373
New
371
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$87.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$39.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$34M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$25.2M |
| 5 |
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% |
