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
$1.02B
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.53M
3
+$8.04M
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$8.03M
5
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$8.01M

Top Sells

1
+$8.35M
2
+$7.84M
3
+$6.69M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$6.68M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$6.67M

Sector Composition

1 Technology 14.58%
2 Financials 9.02%
3 Industrials 7.05%
4 Consumer Staples 6.23%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.03%
19,148
+72
27
$10.4M 1.02%
+13
28
$10.3M 1.02%
41,526
-2,305
29
$10.3M 1.01%
27,337
+2,765
30
$9.91M 0.98%
389,228
+20,490
31
$9.91M 0.98%
320,180
-3,133
32
$9.79M 0.96%
125,983
+4,536
33
$9.76M 0.96%
116,837
-4,471
34
$9.67M 0.95%
58,311
+1,361
35
$9.57M 0.94%
210,890
-3,185
36
$9.4M 0.93%
146,626
-1,488
37
$9.35M 0.92%
80,841
-2,308
38
$8.82M 0.87%
345,316
+9,108
39
$8.78M 0.86%
147,064
-68,926
40
$8.72M 0.86%
48,506
-941
41
$8.53M 0.84%
+248,790
42
$8.47M 0.83%
28,722
-675
43
$8.42M 0.83%
70,662
+3,431
44
$8.1M 0.8%
18,143
+2,456
45
$8.06M 0.79%
138,934
+9,393
46
$8.04M 0.79%
+186,105
47
$8.03M 0.79%
+193,357
48
$8.01M 0.79%
+209,504
49
$7.98M 0.79%
+257,352
50
$7.96M 0.78%
32,444
+2,417
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