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WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.79B
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$16.1M
3
+$16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.7M
5
NVDA icon
NVIDIA
NVDA
+$12.6M

Top Sells

1
+$17.2M
2
+$9.43M
3
+$7.41M
4
FLBL icon
Franklin Senior Loan ETF
FLBL
+$6.82M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.66M

Sector Composition

1 Technology 14.7%
2 Communication Services 5.38%
3 Financials 4.73%
4 Healthcare 4.58%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.05T
$9.34M 0.52%
13
JPM icon
52
JPMorgan Chase
JPM
$851B
$8.87M 0.49%
30,167
-8,193
TSLA icon
53
Tesla
TSLA
$1.5T
$8.74M 0.49%
23,499
+6,491
MA icon
54
Mastercard
MA
$429B
$8.53M 0.48%
17,067
+1,263
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$90B
$8.18M 0.46%
42,648
+41,074
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$8.08M 0.45%
12,421
+359
AZN icon
57
AstraZeneca
AZN
$282B
$7.97M 0.44%
40,405
-45,657
IGRO icon
58
iShares International Dividend Growth ETF
IGRO
$1.25B
$7.84M 0.44%
93,611
-74,036
WTPI
59
WisdomTree Equity Premium Income Fund
WTPI
$475M
$7.81M 0.44%
244,805
+156,481
PLTR icon
60
Palantir
PLTR
$308B
$7.44M 0.41%
50,852
+13,302
VZ icon
61
Verizon
VZ
$198B
$7.41M 0.41%
147,635
-14,862
COWZ icon
62
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$7.3M 0.41%
116,749
-91,659
KO icon
63
Coca-Cola
KO
$356B
$7.18M 0.4%
94,425
+32,200
V icon
64
Visa
V
$609B
$6.94M 0.39%
22,964
+9,267
FTSM icon
65
First Trust Enhanced Short Maturity ETF
FTSM
$6.47B
$6.74M 0.38%
112,706
+5,431
STXV icon
66
Strive 1000 Value ETF
STXV
$79.9M
$6.67M 0.37%
+189,820
STXG icon
67
Strive 1000 Growth ETF
STXG
$146M
$6.61M 0.37%
+140,954
HD icon
68
Home Depot
HD
$330B
$6.55M 0.37%
19,909
+6,446
AMAT icon
69
Applied Materials
AMAT
$433B
$6.47M 0.36%
18,927
+14,715
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$70.9B
$6.31M 0.35%
246,185
+1,424
EMLC icon
71
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.86B
$6.14M 0.34%
244,517
+153,593
HYIN icon
72
WisdomTree Private Credit and Alternative Income Fund
HYIN
$50.6M
$6.12M 0.34%
424,306
+286,943
ORCL icon
73
Oracle
ORCL
$526B
$6.01M 0.34%
40,857
+12,684
LMT icon
74
Lockheed Martin
LMT
$126B
$6M 0.33%
9,922
-3,325
NUE icon
75
Nucor
NUE
$60.6B
$5.92M 0.33%
34,999
-7,754
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3
4 5