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
$1.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$40.3M
3
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$35.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$30.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Consumer Staples 7.48%
3 Financials 7.32%
4 Industrials 6.81%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.72%
+28,393
52
$10.3M 0.72%
+264,561
53
$10.2M 0.71%
+43,497
54
$9.89M 0.69%
+405,109
55
$9.72M 0.67%
+39,488
56
$9.58M 0.66%
+206,864
57
$9.26M 0.64%
+342,825
58
$9.12M 0.63%
+317,124
59
$9.01M 0.63%
+138,216
60
$8.91M 0.62%
+198,422
61
$8.62M 0.6%
+20,844
62
$8.54M 0.59%
+138,225
63
$8.36M 0.58%
+37,553
64
$7.63M 0.53%
+136,656
65
$7.26M 0.5%
+15
66
$6.51M 0.45%
+26,160
67
$6.22M 0.43%
+211,339
68
$6.15M 0.43%
+26,240
69
$6.02M 0.42%
+238,731
70
$5.88M 0.41%
+49,300
71
$5.74M 0.4%
+273,985
72
$5.73M 0.4%
+184,769
73
$5.27M 0.37%
+180,916
74
$5.03M 0.35%
+188,279
75
$5M 0.35%
+75,353
1 2
3
4 5