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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.81M 0.72%
+40,165
52
$9.53M 0.7%
+38,619
53
$9.29M 0.68%
+249,930
54
$9.14M 0.67%
+26,296
55
$8.61M 0.63%
+26,274
56
$8.44M 0.62%
+354,797
57
$7.99M 0.58%
+33,604
58
$7.98M 0.58%
+318,537
59
$7.29M 0.53%
+55,473
60
$6.92M 0.51%
+15
61
$6.56M 0.48%
+118,045
62
$6.38M 0.47%
+251,763
63
$6.24M 0.46%
+54,810
64
$5.92M 0.43%
+27,917
65
$5.35M 0.39%
+159,999
66
$5.23M 0.38%
+171,666
67
$5.13M 0.37%
+160,658
68
$5.13M 0.37%
+74,442
69
$4.92M 0.36%
+263,611
70
$4.92M 0.36%
+213,233
71
$4.83M 0.35%
+117,860
72
$4.8M 0.35%
+103,810
73
$4.77M 0.35%
+154,150
74
$4.7M 0.34%
+173,294
75
$4.48M 0.33%
+84,203
1 2
3
4 5