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
26
$8.04M 1.42%
247,985
+129,758
27
$8M 1.41%
53,613
+24,732
28
$7.95M 1.41%
50,015
+27,930
29
$7.94M 1.4%
14,054
+7,016
30
$7.24M 1.28%
39,841
+19,683
31
$7.2M 1.27%
33,897
+6,435
32
$7.09M 1.25%
133,041
+109,404
33
$7.03M 1.24%
77,053
+39,892
34
$6.81M 1.2%
71,258
+70,258
35
$6.67M 1.18%
22,229
+7,821
36
$6.67M 1.18%
47,552
+23,295
37
$6.58M 1.16%
20,837
+5,890
38
$6.14M 1.09%
103,585
+27,732
39
$6.04M 1.07%
121,973
+21,669
40
$5.93M 1.05%
119,974
+21,330
41
$5.91M 1.04%
77,933
+20,240
42
$5.9M 1.04%
24,570
+12,413
43
$5.83M 1.03%
45,894
+25,876
44
$5.7M 1.01%
84,199
+56,051
45
$5.7M 1.01%
14,391
+8,384
46
$5.66M 1%
22,524
+13,209
47
$5.61M 0.99%
106,330
+31,861
48
$5.42M 0.96%
87,334
+42,485
49
$4.59M 0.81%
11,225
+6,833
50
$4.53M 0.8%
20,606
+12,483
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